Vista Wealth Group

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Vista Wealth Group - Logan, IA Office

Vista Wealth Group - Financial Advisors in Logan, IA

Vista Wealth Group  312 E 7th St.  Logan, IA 51546  |  (712) 644-2710

 

In January of 2018, Eric Jones and Sherman Tegtmeier of Vista Wealth Group were selected by longtime Harrison County advisor, John Espenmiller, to be his successors upon retirement.  In addition to their Omaha branch, the group maintains a full-time office in the historic Harrison Mutual Insurance building on Highway 30 in downtown Logan, IA. This is the same location Mr. Espenmiller worked for over 30 years.  Eric and Sherman have over 10 years of experience each in the investment and insurance industry.  They have worked to bring new services and technology to serve investors in Harrison County.  If you have investment or insurance related questions, please feel welcome to stop and visit with Sherman and Eric.

 

What to Expect     Contact Info


Products and Services 

  • IRA and Roth IRAs
  • Stocks, Bonds, Mutual Funds, CDs, Annuities
  • Life Insurance & LTC Insurance 
  • Health Insurance and Medicare Supplements
  • Retirement Income Planning
  • Investment Planning
  • Life Insurance Planning
  • College Planning
  • Long Term Care Insurance Planning
  • Comprehensive Financial Planning

 


 

About Vista Wealth Group.

Our approach to investing.

Our approach to life insurance planning.

About bout Eric & Sherman

 Contact Info

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through JW Cole Advisors (JWCA). Non -Securities products and services are not offered through JWC/JWCA. Neither JWC/JWCA nor its Representatives provide or offer tax/legal advice. Vista Wealth Group and JWC/JWCA are unaffiliated entities. Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Vista Wealth Group are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through JW Cole Advisors (JWCA). Non -Securities products and services are not offered through JWC/JWCA. Neither JWC/JWCA nor its Representatives provide or offer tax/legal advice. Vista Wealth Group and JWC/JWCA are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Vista Wealth Group are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

Copyright © 2019 Vista Wealth Group. All rights reserved.