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122 Broad Boulevard
Cuyahoga Falls, OH 44221

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Vision Financial Management

(330) 929-9900

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a suitable approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Robert Winston has been a financial planner in the Akron area since 1998. He graduated with a B.S. in Business Administration from West Virginia University in 1984. After spending many years in the telecommunications industry, he...

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Jerri Weaver

Operations Manager

(330) 929-3949

(330) 929-9702

Jerri was born and raised in Hartville and currently resides in Cuyahoga Falls with her two college age children. She has been in the financial services industry since 1984 and with Vision Financial Management since 2004. She is in...

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