575 Broadhollow Road
The reason I became a financial professional is deeply personal. I repeatedly saw many friends and family members struggling to find the help they needed to map out their financial future. I know what it means to provide for your family in the face of challenges. And it's my passion to help. I'm confident that with my understanding of personal finance, coupled with my training as a financial professional, my team and I can help my clients prepare for the future. I'm very grateful to have developed a reputation for educating my clients in an easy-to-understand manner so they can grasp personal finance and use those concepts to create a better, more solid future, enabling their dreams along the way. I'm also committed to offering help to my community and "paying it forward".
I'm convinced that a team approach can be one of the most effective methods to help clients as they maneuver through a complex financial-services world. I'm committed to giving my clients the opportunity to get opinions from several sources with diverse backgrounds, education, and experience. I invite you to discover and experience the power and the possibility of Open Vistas Financial Solutions services.
No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. We will take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
A money management approach involves creating budgets to understand and make decisions about where your money is going.
Through my comprehensive approach, I'll develop customized retirement strategies that address your individual/family dreams, needs and goals.
Smart investing doesn’t have to be complicated investing. Understanding optimized investment strategies may help you avoid common pitfalls.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
No one likes being unprepared. An effective estate plan can ensure your loved ones are taken care of, even after you’re gone.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
Managing your money involves more than simply making and following a budget. It's essential to understand and manage the impact of taxes on your financial life.
We embrace a team philosophy and work with your attorneys, accountants, trustees, and other professional advisers to help ensure the most efficient and effective approach is taken when creating your financial solutions.
Open Vistas Financial Solutions offers a wide range of products and services, including:
Securities and Investment Advisory Services** offered through Royal Alliance Associates, Inc, member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc
In addition, Open Vistas Financial Solutions, through it's relationship with Lighthouse Financial Network, LLC, provides insurance products from a wide range of companies to meet your distinct needs.
As you look to the future, you can be confident that Open Vistas Financial Solutions is committed to understanding your needs and helping you reach your financial goals.
*For Medicare, you will be contacting a licensed insurance representative to discuss Medicare Health plans that may be available in your area (not all plans are available in all areas). No obligation. Not affiliated with Medicare or any government agency.
**Royal Alliance Associates Inc, provides fee based advisory accounts and fee based financial planning and only qualified representatives enrolled in the Royal Alliance Associates Inc. Corporate Investment Advisory Program may offer these advisory products and services.
***A Seried 6 Registered Representative cannot execute individual security transactions on behalf of clients. However, clients do have the ability to facilitate those transactions directly with Royal Alliance Associates, Inc.
IMPORTANT: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Neither Open Vistas Financial Solutions, Lighthouse Financial Network, LLC., Royal Alliance Associates, LLC., or Gregory Page-Romer engage in the practice of law, accountancy or tax services.
Click on the button below...You can actually speak your questions to me and I will get back to you with an answer. I look forward to answering as many of your questions I can. Don't be shy - if it matters to you, I would like to help.