WHAT OUR CLIENTS ARE SAYING
Mark C.
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. 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
Bonnie A.
After my husband passed away, I found myself overwhelmed. He had always handled our finances, and I didn't know where to begin. Vincent has been instrumental in helping me navigate this completely new territory with patience and understanding.
What sets Vincent apart is not just his professional expertise, but his compassion and willingness to simply listen. His kindness has meant so much to me during this difficult transition. When I called him in a panic during the market volatility this past April, he took the time to walk me through our strategy and explain why staying disciplined with our long-term plan was important. His calm, reassuring approach helped me avoid making emotional decisions during a particularly stressful time.
Vincent's guidance and empathy have been a blessing and a source of great comfort as I've learned to manage my financial future without my husband. He has been consistently available whenever I've needed guidance, whether it's understanding Medicare options, adjusting my distribution needs, or simply needing reassurance during uncertain times. He connected me with knowledgeable team members when specialized help was needed and has always been responsive to my day-to-day financial needs.
Most importantly, Vincent has helped me gain confidence in managing my financial life—something I never thought possible after losing my husband. I am truly grateful for Vincent and his team for their endless support and helpfulness as I navigate this new chapter of my life. His combination of professional expertise, genuine care, and exceptional availability has made an overwhelming situation manageable.
I'm grateful to have found not just an advisor, but someone who truly understands the challenges I'm facing and provides the steady support I need.
Bonnie A. 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. CRN202709-9335910
Denise & Cindy
Three years ago, as I was moving into full retirement, my employer generously offered me contact information for Barnum Financial. Neither my partner nor I were satisfied with the financial advisor we had at the time, so I decided to give them a call.
That call gave us the chance to meet Vincent Cucuzza. He suggested a comprehensive financial plan review, assessing our assets, expenses, planned disbursements, risk tolerance, and even our dreams for retirement. He presented various strategies for managing our portfolios in retirement. We were so pleased with his extensive knowledge and expertise in managing the financial intricacies of a portfolio that we asked him to take over our accounts.
Vincent regularly communicates with us to assess our needs, manage our investments, share market insights, and answer any questions. He's quickly accessible and has a great support team in Danielle and MaryAnn.
We have never felt so comfortable with our financial situation. We have found Vincent to be a highly trusted advisor and financial planner who is also amazingly easy to talk to. We highly recommend him.
Denise M and Cindy S are clients and were not compensated for their testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success CRN202710-9629353
Jose Garcia
Over the past year, I’ve appreciated getting to know Vincent and building mutual trust. He takes the time to explain our financial position and outline options in a way that’s clear and patient. Having managed our retirement portfolio for more than 30 years, handing over responsibilities wasn’t easy, but Vincent has been consistent in making sure I understand every step. I ask a lot of questions, and he’s always willing to explain different tools and approaches so we can make decisions together. It feels like having a partner who’s invested in our future.
What stands out most is how well Vincent listens. Every discussion centers on what matters to us and how we feel about the next phase of life—retirement. The experience has been positive on many levels.
Vincent never made recommendations until he understood our goals. He’s knowledgeable about a wide range of strategies and takes a holistic view of our situation. I appreciate that he says, ‘I work for you,’ and that we only move forward when we’re both comfortable with the approach. That perspective gives us confidence in the decisions we make together
Jose G is a client and was not compensated for his testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202710-9648530.