Scott Scheer, Financial Adviser - Vista Financial Strategies, Llc N474 Eisenhower Drive, Appleton, WI 54915

Scott Scheer, Financial Adviser at Vista Financial Strategies, LLC, located at N474 Eisenhower Drive in Appleton, Wisconsin, is dedicated to providing innovative wealth, retirement, and insurance strategies to professional advisors through New York Life. Specializing in estate, retirement, and business succession planning for business owners, retirees, and professionals, our mission is to build long-term relationships with our clients, offering exceptional service and performance with the highest level of respect and integrity.

At Vista Financial Strategies, we take a team-oriented approach to financial planning, starting with understanding your current financial situation, helping you define your future goals, and then coordinating a team of experts to meet your needs. Whether utilizing existing advisors or bringing in our own elite resources with expertise in advanced estate and business planning, our goal is to guide you towards financial success.

Scott Scheer is licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in Wisconsin. He is also a Registered Representative offering securities products and services through NYLIFE Securities LLC, a licensed insurance agency. Additionally, as an investment adviser representative under Eagle Strategies LLC, offering advisory services in Wisconsin.

Please note that neither Vista Financial Strategies, LLC, nor its employees, NYLIFE Securities LLC, or its affiliates provide tax, legal, or accounting advice. Consult your professional advisers for personalized guidance. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. For more information, visit our website or check the background of Scott Scheer as an investment professional.