SmartVestor Pro

Welcome, Dave Ramsey followers! As a team, we have used Dave Ramsey’s principles to advise our clients for many years. Currently, David Cooper and Jack Jones are part of the SmartVestor Pro program.

What does it mean to be a SmartVestor Pro?

We agree to the SmartVestor Pro Code of Conduct.

We believe everyone deserves access to solid, professional investing guidance. We have earned our positions as a SmartVestor Pros because of our experience in the industry and our drive to help others.

We provide a refreshing twist on financial planning.

We strive to be teachers, not salesmen. We are people you can trust and feel comfortable talking to. We’ll work with you on a plan to help you reach your goals.

We care about your future.

We are more than “financial planners”— We are people you can relate to and share your dreams with. We fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.

How can you get started?

Contact our office today at 434.525.2330 or info@visionfinancialva.com to schedule an initial consultation with David Cooper or Jack Jones.

SmartVestor is recommended by

Dave Ramsey

Call 434.525.2330

or

Email David and Jack

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vision Financial Group are not affiliated. This communication is strictly intended for individuals residing in the states of VA, AZ, CA, CO, DE, FL, GA, IL, IN, KS, KY, LA, MD, MI, MO, NC, NJ, OK, PA, SC, TN, TX, UT, WA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Vision Financial Group makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Vision Financial VA Group