4 Customer Reviews
- Date
- Highest Rating
- Lowest Rating
Review from Megan M.
5 stars08/26/2021
The people of VistaPoints are incredibly knowledgeable and kind. Their work changes lives! Plus, they each truly care for their clients. I highly recommend them to family and friends.
Vista Points, Inc. Response
08/26/2021
Thank you for your wonderful review of our services, Megan. We, at Vista Points, do care about each and every client we serve. We want each beneficiary to live a good quality of life.Review from Jeffrey W.
5 stars08/25/2021
Very professional and knowledgeable. They were patient wit my questions.Vista Points, Inc. Response
08/26/2021
We strive to answer all questions. If we cannot help you, we will refer you to an organization, attorney, or other professional who can.Review from Bart B
5 stars08/25/2021
As a person living with a disability, I have special needs that a financial advisor without VistaPoints experience and training cannot meet. The professional staff that I have had the pleasure of dealing with, including the executive director, provided information about applying for government benefits to help me remain independent. The special needs trust resource center supplied names of attorneys, veterans administration assistance, and a timeline that was helpful in my decision-making process. I highly recommend that anyone living with a disability contact VistaPoints for individualized help with their needs to continue living a quality life.Review from Ann M
5 stars08/25/2021
Vista Points Special Needs Trusts has been a member of the Professional Network on Aging, the nonprofit I work with, for several years. They are a member in very good standing with us, and has been a very active participant in our events from the very beginning of when they joined. This is an excellent company dedicated to their mission. They care very deeply about serving and helping the families that come to them for advice and guidance, about how to plan for the future of their family members who may have special needs. Vista Points is multi-faceted, and whether a family needs legal, financial, or emotional help, Vista Points Special Needs Trusts has the staff and resources to be able to help. I have gotten to know some of the staff personally, and have been extremely impressed with their know-how and dedication to the people they serve. I feel sure that any person who uses this agency will be satisfied with the help they receive.
Customer Review Rating
Average of 4 Customer Reviews
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