


Vision Retirement
Financial Services • Ridgewood, New Jersey, United States • 1-10 Employees
Company overview
| Headquarters | 171 E Ridgewood Ave, Suite 205, Ridgewood, New Jersey 07450, US |
| Phone number | +12014472212 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Management, Retirement Planning, Financial Planning, Financial Advice, Tax Planning, Investment Advice, 401K Rollovers, Automated Investing, Integrated Financial Planning |
| Employees | 1-10 |
| Socials |
Key Contacts at Vision Retirement
Benjamin Stark
Director Of Client Experience
Paul Muller
Founder And Ceo
Joanne Raso Rosenblatt
Accounting & Operations Director
Vision Retirement Email Formats
Vision Retirement uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@visionretirement.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@visionretirement.com | 75% |
{first name}{last name} | johndoe@visionretirement.com | 25% |
About Vision Retirement
Vision Retirement is an independent Registered Investment Advisor (RIA) that offers a range of retirement planning services, including membership, financial planning, investment management, and tax preparation solutions. As a fiduciary, our mission is to help individuals and families feel more confident about their financial futures, build long-term wealth, and ultimately enjoy a comfortable and stress-free retirement. Although our firm is located in Ridgewood, New Jersey, we proudly serve clients throughout New Jersey, New York, and across the United States. Contact us for a free, no-obligation consultation by scheduling an appointment with one of our certified financial advisors or by calling us at 201.447.2212. For more information, visit www.visionretirement.com.
Vision Retirement revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Vision Retirement has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Vision Retirement has never raised funding before.
Vision Retirement Tech Stack
Discover the technologies and tools that power Vision Retirement's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
Analytics
JavaScript libraries
JavaScript frameworks
Security
Analytics
Font scripts
CDN
Ecommerce
Tag managers
Analytics
Frequently asked questions
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