Our Network
Vision Financial Group
Through our association with Vision Financial Group, BTWM accesses the resources and capabilities of a leading financial services firm, Massachusetts Mutual Life Insurance Company (Springfield, MA 01111) and it’s broker-dealer, MML Investors Services, LLC; while maintaining the agility and personal touch of a boutique office. With the support of Vision’s impressive team of specialists and operations professionals, our firm is ready to provide a wide range of protection, accumulation, wealth management and retirement income solutions.
About VFG
Vision Financial Group, the result of a merger between two longstanding and well-respected financial services firms, is Upstate New York’s premier financial planning entity. By bringing together the expertise and experience of MassMutual New York State and Financial Partners of Upstate New York, Vision Financial Group offers clients size and scope unmatched in our region. It’s new, unified organization is proud to support our clients throughout their financial journeys using a robust selection of solutions and services
Ready to give Bell Tower a ring?
Use the button below to view available times and schedule a complimentary consultation with our team.