Vista Finance Group

Helping You Achieve Your Financial Vision

Although no two clients are the same, Vista Finance Group is focused on guiding their clients toward the same principle: Teach the correct way of building wealth by becoming “financially bulletproof.”

Get The Most Out Of Your Retirement Savings

Concerned about running out of savings in your golden years? You’re not alone. Discover how to Maximize Your Retirement Readiness.

Learn How To Maximize Your Social Security

Making the best decision about when to start your Social Security benefits can significantly maximize the monthly income you receive.

Life Insurance

Although traditional long-term care policies remain the cornerstone of a great strategy, there are many options for you to consider.

In today’s fast-paced world and economy we need to be sure of the financial steps we take, after all, it could mean the difference between enjoying retirement without worry, cutting back on your lifestyle, or worse yet, going back to work.

Get The Most Out Of Your Social Security

Let us help you get the most out of your benefits. Schedule an appointment to receive your complimentary, personalized Social Security Maximization Report.

MEET Fortunato S. Puleo

Vista Finance Group

Securities offered through San Blas Securities.

Member FINRA and SIPC