Vista Wealth Solutions
Financial Services • 
201 King of Prussia, Suite 501, United States • 201-500 Employees
Company overview
| Headquarters | 201 King of Prussia, Suite 501, Radnor, PA 19087, US |
| Phone number | +16106641220 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Wealth Management, Retirement Planning, Life Insurance, Business Planning, Disability Income Insurance, Long Term Care Insurance, Annuitites, Financial Planning Process, Special Care Planning |
| Founded | 1886 |
| Employees | 201-500 |
| Socials |
Key Contacts at Vista Wealth Solutions
Kristi Acree
Senior Managing Director
Jean-Pierre Villamar
Director Of Operations Hfs Team
Les Eisel
Managing Director
Jeffrey Ryan
Brokerage Director
Paul Felix
Senior Managing Director
Joseph Midili
Managing Director
John Marsini
Agency Director Of Advanced Planning
Alicia Marie Vivenzio
Brokerage Director, Disability Income Specialist
Teri Barrett
Director Of First Impressions
Gregory Novosel
Compliance Director, Aso
Vista Wealth Solutions Email Formats
Vista Wealth Solutions uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@financialguide.com), used 54.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@financialguide.com | 72.8% |
{last name} | doe@massmutual.com | 9.8% |
{first name}{last name} | johndoe@financialguide.com | 5.4% |
About Vista Wealth Solutions
MassMutual Greater Philadelphia (MMGP) is now Vista Wealth Solutions! At Vista Wealth Solutions, we help clients see more of the life they want, providing transparent guidance, educational insights, and customized strategies aligned to each person’s goals. With a network of more than 25 offices serving over 100,000 clients, Vista Wealth Solutions supports individuals, families, and business owners across the United States. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory Office: 201 King of Prussia Road, Suite 501, Radnor, PA 19087. 610-766-3000. Vista Wealth Solutions is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Vista Wealth Solutions revenue & valuation
| Annual revenue | $40,000,000 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $127,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Vista Wealth Solutions has 274 employees across 8 departments.
Departments
Number of employees
Funding Data
Vista Wealth Solutions has never raised funding before.
Italy
United Kingdom
Frequently asked questions
4.8
40,000 users
