For over 40 years I’ve been active in my investment portfolio. I’ve worked with several firms during that time period and now, at age 68, I believe I can say I’ve experienced the evolution from personal service to automated everything—and honestly, I resigned myself this is the way of the world now. Thankfully, that changed when I found Vincent Cucuzza and Team Vista at Barnum.
As an experienced investor, I know the difference between genuine expertise and scripted responses. Vincent and his team represent everything those big firms have forgotten: real relationships, immediate access, and advisors who actually know your name and your goals. When I call, I reach Vincent directly—no menus, no hold music, no frustration. Just honest, tailored guidance from someone who has taken the time to understand not just my current situation, but the decades of financial decisions that brought me here.
This isn't just about convenience; it's about trust. Vincent has become a true partner in my financial journey, providing strategies that respect my experience while addressing my evolving needs as I approach retirement. He's genuinely committed to my success, available when I need him, and proactive in keeping me on track—reaching out with timely market insights and opportunities rather than waiting for me to call. The entire Vista Advisory Team operates with this same dedication to personal service.
For anyone—especially fellow experienced investors who remember when this level of service was the standard—I cannot recommend Vincent Cucuzza and the Vista Advisory Team highly enough. They've proven that personal service in financial planning isn't just nostalgia; it's alive and thriving with this exceptional team. Thank you, Vincent, for showing me that even after four decades in the markets, I can still find an advisor who treats me like more than just another account number.
- Mark C.
Mark Cioffi is a client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202706-9043832
