
Vishria Bird Financial
Independent financial planning firm offering unbiased advice with a focus on aligning personal values and life goals.
Date | Investors | Amount | Round |
---|---|---|---|
* | N/A | Acquisition | |
Total Funding | 000k |
VB Financial Group is a values-based financial planning firm dedicated to providing independent and unbiased advice. The firm emphasizes aligning clients' personal values and life goals with their financial strategies, rather than solely focusing on wealth creation. With over 60 years of combined industry experience, VB Financial Group serves a diverse clientele, offering services that include retirement planning, investment management, estate planning, and more. The firm operates within a network of expert resources, ensuring comprehensive support for clients' financial and non-financial priorities. VB Financial Group's business model revolves around personalized investment advice for compensation, adhering to jurisdictional requirements and state exemptions. The firm is independently owned and operated, maintaining a commitment to client-centric service.
Keywords: financial planning, independent advice, retirement, investment, estate planning, personal values, life goals, client-centric, unbiased, holistic approach.