Vestal Financial, Inc.

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Introduction: I provide my clients with personal, straightforward advice on how to grow & protect their financial assets. No financial jargon, no 50 page graphs, just simple yet effective advice. I do this by helping them create a Financial Plan and work with them to meet their goals. I enjoy helping my clients get a clear view of their financial situation. Its nice to relieve that stress that so many people have in their life about their finances.

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2 employees

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Reviews

5.0

2 reviews

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James S.

Jan 14, 2017

Michael Vestal has been a helpful, friendly, conscientious and effective financial adviser. I am grateful for all the good advice and planning, and for the effective management of my assets, all of which have taken the guesswork out of the future. I would highly recommend him to anyone.

Linda C.

Jan 12, 2017

The most important aspect of finding the right financial advisor has to do with trusting the person as a good human being. Michael not only has helped me prepare for retirement, he has also become someone I trust, enjoy, and highly recommend.

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Michael Vestal

FAQs

What is your typical process for working with a new customer?
I meet with my clients and find out all of their resources for funding their retirement and other financial goals and verify they are in good shape or recommend steps to get them in good shape.
What education and/or training do you have that relates to your work?
Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Series 6,7,24,63 & 66 Securities Licenses

Vestal Financial, Inc.

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