Vision Retirement

Vision Retirement (CRD# 173064) is a financial advisory firm headquartered in Ridgewood, NJ. They manage $142,146,333 in 620 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
171 East Ridgewood Avenue, Suite 205, Ridgewood, NJ 07450
https://www.linkedin.com/in/pdmuller/
By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    620
    ACCOUNTS
  • Average Account Value
    $229,268
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, NJ, NY, SC, TX

Financial Advisors at Vision Retirement
Showing 1 - 3 of 3 top financial advisors.
1
Paul Muller, financial advisor Ridgewood NJ
Paul D. Muller
CRD#: 2729766
171 East Ridgewood Avenue, Suite 205, Ridgewood, NJ 07450

Paul Muller (CRD# 2729766) is an Investment Advisor Representative working at Vision Retirement in Ridgewood, NJ and has over 27 years of experience in the finance industry.

2
Jean Riordan, financial advisor Ridgewood NJ
Jean T. Riordan
CRD#: 2138296
171 East Ridgewood Avenue, Suite 205, Ridgewood, NJ 07450

Jean Riordan (CRD# 2138296) is an Investment Advisor Representative working at Vision Retirement in Ridgewood, NJ and has over 32 years of experience in the finance industry.

3
Benjamin Stark, financial advisor Ridgewood NJ
Benjamin A. Stark
CRD#: 6586454
171 East Ridgewood Avenue, Suite 205, Ridgewood, NJ 07450

Benjamin Stark (CRD# 6586454) is an Investment Advisor Representative working at Vision Retirement in Ridgewood, NJ and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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