Protecting. Investing. Growing.

At Vincent Financial Group, we believe many executives, professionals, business owners and retirees lack professional guidance in an ever-growing complex financial landscape.  


We also believe these same people are more time strapped than ever - and desire simplicity.


Does this sound like you?


If so, let us show you an easier way. The process employed by our team of professionals differs from other financial professionals who may focus on products or only on certain aspects of your finances. Instead, we take a holistic approach by serving as the “concierge” for your broad financial needs including:


Financial Planning

Outcome driven Integrated plan.

Protect assets and future earnings.

Insurance

Investment Management

Coordinate and Execute Strategy

Why VFG

Our purpose is to help bring financial order to your life... And keep it that way!

A Simple Process

STEPS

Reach Out


Give us a call or request a call through our online form.

Information Gathering


We meet to understand your end goals & gather information.


Custom Plan Created

Based on your unique situation – a full financial strategy is created.

MEET

Aaron Vincent

Aaron’s approach to financial management differs from financial professionals who focus on products or those who have limited areas of experience. Aaron takes a holistic approach to financial well-being. As a team leader, his role is to serve as the “financial quarterback” and coordinator for all financial needs. His purpose is to bring financial order to the increasingly time-strapped lives of the clients he serves. Aaron earned a Bachelor’s degree and holds Series 7, Series 66, and Series 24 securities registrations. He also holds life and health insurance licenses, and serves clients across the nation.

Aaron Vincent - Founder & President

Proud to call Woodstock home.

OUR OFFICE

9200 Main Street Suite 2A

Woodstock, GA 30188


Phone: 770-485-1876

Fax: 770-234-5758


E-mail aaron@vincentplanning.com

Copyright © 2020. All rights reserved.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Vincent Financial Group are not affiliated.


Vincent Financial Group does not offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation. 


Check out the background of firms and investment professionals on FINRA’s BrokerCheck http://brokercheck.finra.org