Vision Wealth Strategies
Financial Services • 
Westborough, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 1700 West Park Drive, Suite 260, Westborough, MA 01581, US |
| Phone number | +16177620860 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
Key Contact at Vision Wealth Strategies
Cheri Nelson
Director of Operations | Wealth Plan Specialist
Vision Wealth Strategies Email Formats
Vision Wealth Strategies uses 2 email formats. The most common is {first initial} (e.g., j@visionwealthstrategies.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@visionwealthstrategies.com | 75% |
{first name} | john@visionwealthstrategies.com | 25% |
About Vision Wealth Strategies
Vision Wealth Strategies, LLC is a independent financial services firm based in Westborough, MA. As a boutique advisory firm, we offer service that is personal, private and exclusive. We strategically aligned our firm with some of the strongest professional resources in the financial service industry in an effort to provide you with a robust team and services. We honor our relationship with you by providing customer service and attention that we hope will exceed your expectation. MISSION: To provide a proactive process that will crystallize our client's objectives and help them obtain a sense of both personal and financial prosperity. This can be achieved through our commitment to servicing our clients with the highest level of integrity, education and communication. ----- Eric Brisebois with Vision Wealth Strategies provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Eric Brisebois is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Eric Brisebois is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. 1500 West Park Drive, Suite 215, Westborough MA 01581 (617) 762-0860. Eric Brisebois is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services. Eric Brisebois is not licensed in all jurisdictions. Vision Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates.
Vision Wealth Strategies revenue & valuation
| Annual revenue | $14,900,000 |
| Revenue per employee | $4,966,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $47,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Vision Wealth Strategies has never raised funding before.
Vision Wealth Strategies Tech Stack
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Frequently asked questions
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