Our Strategic Resources

A Wealth of Resources Coordinated to Help Grow Yours

We understand that many skilled professionals must work together to set and achieve your unique financial goals. Whether you need help saving for a child’s college education, caring for aging parents, protecting a growing family, saving for your retirement, coordinating activities as a trustee of a trust, handling the finances of a business or planning for the equitable distribution of your estate, Vision Wealth Strategies has access to the essential resources to help you gain peace of mind and confidence in achieving your goals.

Eagle Strategies, LLC

Eagle Strategies, LLC

Through Eagle Strategies, Eric J. Brisebois provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.

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The Advanced Planning Group

Advanced Planning Group

The New York Life Advanced Planning Group collectively leverages years of practical experience as lawyers, accountants and financial service providers to offer its affiliated agents unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Eric J. Brisebois can bring experience, value and insight to your planning situation.

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Fund Evaluation Group

New York Life

Eric and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is the largest mutual individual life insurance company in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 8/11/15)

Based on revenue as reported by "Fortune 500, Ranked within Industries: Insurance: Life, Health (Mutual)." Fortune Magazine, 6/15/2015. See the ranking here.


Eagle Strategies, LLC

Envestnet

Envestnet is an industry-leading provider of integrated portfolio and reporting solutions to Financial Advisors and institutions with the capacity to grow and the vision to anticipate future needs. Eagle Strategies has developed, in partnership with Envestnet, a customized investment platform that offers book of business viewing tools, investment research capabilities, investment products, as well as additional tools designed to help our Advisors like Eric Brisebois build and scale their practice.


Eagle Strategies, LLC

National Financial Services (NFS)

National Financial Services (NFS) is a subsidiary of Fidelity Investments and a premier clearing firm in the financial services industry. NFS has a well-established reputation as a partner to their clients by making available a range of services designed to support their needs. NFS provides clearing, custody, and trading execution services on the Investment Advisory platform available through Eagle Strategies to the clients of Vision Wealth Strategies.


Eagle Strategies, LLC

NYLIFE Securities, LLC

NYLIFE Securities, LLC offers Registered Representatives the resources of a full-service broker/dealer together with competitive investment products and services and a discounted cost structure for clients. As a registered broker/dealer, licensed insurance agency, and wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities LLC can help us address the needs of almost every level of investor - from the novice to the sophisticated.


Morningstar

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia and Asia, providing data on more than 500,000 investment offerings, including stocks, mutual funds and similar vehicles, along with real-time global market data. With 27 offices around the world, Morningstar produces the most effective investment data, research and ratings to help investors reach their financial goals. With its world-class resources, Morningstar provides client advisors, like the advisors at Vision Wealth Strategies, LLC the necessary tools to deliver the most appropriate investment solutions to their clients.


Eagle Strategies, LLC

Fund Evaluation Group, LLC

Fund Evaluation Group, LLC, “FEG”, is an independently-owned, unaffiliated full-service investment advisory firm. FEG has provided investment solutions and services for more than 25 years. FEG specializes in designing and managing sophisticated, institutional-caliber portfolios. Their services include capital markets research, fund manager due diligence, asset allocation, and portfolio management. Clients include university endowments, public and private foundations, nonprofit organizations, corporate retirement plans, banks, broker-dealers, insurance companies and financial advisors, including the financial advisors at Vision Wealth Strategies, LLC.

Contact us today to put the strategic resources of Vision Wealth Strategies to work for you.

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November 20, 2018 @ 01:57 PM

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