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      Vision Financial Group

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      Vision Financial Group reviews

      4.1

      77% would recommend to a friend

      (22 total reviews)

      81% positive business outlook

      Ratings by category

      4.1

      Culture & values

      4.1

      Diversity & inclusion

      4.1

      Senior management

      4.1

      Compensation and benefits

      3.9

      Career opportunities

      3.8

      Work/Life balance

      Vision Financial Group has an employee rating of 4.1 out of 5 stars, based on 22 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The Vision Financial Group employee rating is in line with the average (within 1 standard deviation) for employers within the Financial Services industry (3.7 stars).

      Reviews by job title

      22 reviews
      5.0
      Sep 22, 2025

      Excellent place to work

      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      Love the family office culture, no need to work Big 4 busy season hours

      Cons

      Not much I do not like

      5.0
      Sep 20, 2025

      Supportive environment, fast-paced challenges

      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      - Growth potential — you put in the work, you have the opportunity to grow - High-level, challenging work that gives excellent exposure and learning opportunities - Fast-paced environment that rewards initiative and drive - Friendly and approachable team - Strong teamwork and collaboration - Training and systems are improving

      Cons

      - depends on your view, but very fast-paced - depends on your view, but nothing is handed to you - you must have self-motivation. - training materials can be expanded - long tax season hours (ANY CPA firm has this)

      Viewing 1 - 3 of 22 Reviews
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      ReviewsVision Financial Group reviews

      Glassdoor has 24 Vision Financial Group reviews submitted anonymously by Vision Financial Group employees. Read employee reviews and ratings on Glassdoor to decide if Vision Financial Group is right for you.