Vista Financial Services Lincoln Rd, Phillipsburg

Vista Financial has been a great place to invest my money. I approached Matt and Ed a few years ago to help me set up a plan to invest for my children's future. They set me up with an investment strategy that I was comfortable with and could understand. Matt and Ed have always been responsive with account updates and clarifications on changes to my holdings. I can unequivocally recommend Vista for your financial service needs.

Vista Financial is a completely unprofessional and shady business. I met with the owners (Matt and Ed) and their cousin John (who hangs around there, but doesn't technically work there). We discussed opening both an individual and retirement account for me, but thankfully, I never gave them a penny. They have never contacted me or followed up with me on the E-Trade Account I have open with them, and they have ignored me for the last few weeks as well. Is that the kind of business you want manging your assets?

I began investing with Vista Financial in 2013, and I could not be happier. As a young professional, I wanted to build a solid relationship with my financial planners to learn and understand the investments that they were making for me. I established a great rapport with Matt and Ed, meeting every month to discuss where my money was going, and the moves that could be made to grow my financial assets. I wholeheartedly believe that Matt and Ed are looking out for my best interests when it comes to my wealth management, and I don’t plan on investing with any other financial firm.