Planners

At Vosler Investment Group, planning isn't just the first step toward your financial future; it's the most important step. It's the foundation of our business, from establishing client relationships to monitoring investment planning recommendations. We take the time to explore your financial goals and expectations, because by determining what you need or want for a comfortable retirement, we are that much closer to helping you achieve it.

Barry, a CERTIFIED FINANCIAL PLANNER™ , as well as Angela, an LPL Financial Consultant, have earned credibility and trust that come with education, experience, regular examinations and compliance with a code of ethics. These accomplishments are of paramount importance in choosing the investment planner who will be responsible for helping meet your financial expectations. We can help you fund your retirement, preserve your legacy, save for a quality education, develop a realistic investment plan and protect current and future assets. This comprehensive approach to financial guidance. It's the cornerstone on which we have built successful, lasting client relationships.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ and CFP^® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.