Venture Visionary Partners- Bonita Springs, FL

Venture Visionary Partners- Bonita Springs, FL Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Venture Visionary Partners- Bonita Springs, FL, Financial planner, 27400 Riverview Center Boulevard, Suite 3, Bonita Springs, FL.

Venture Madness is happening! Stop by the office to watch the best teams in college basketball compete for glory on our ...
03/21/2024

Venture Madness is happening!

Stop by the office to watch the best teams in college basketball compete for glory on our BIG screen!

Let us know who your NCAA championship winner is!

Brook will share his in the comments!

It was an honor to host broadcasting legend and Dynasty Market Strategist, Ron Insana, for an exclusive fireside chat wi...
01/19/2024

It was an honor to host broadcasting legend and Dynasty Market Strategist, Ron Insana, for an exclusive fireside chat with our valued clients at our Bonita Springs office. It was a powerful discussion that dissected the current market landscape, leaving both advisors and clients with actionable intel for 2024.

Advisory services provided by Venture Visionary Partners, LLC (“VVP”). This event offering is a publication of VVP. Articles and videos to be provided by Dynasty Financial Partners (“Dynasty”) with whom we have a strategic relationship. Dynasty and Ron Insana are not associated with VVP. However, VVP has a contractual relationship with Dynasty which provides operational support including access to a network of service providers and market research. VVP is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. Insurance, risk management, and tax information is general in nature. It is provided for informational purposes only, and should not be construed as legal or tax advice. VVP is not engaged in the practice of law or accounting and does not sell insurance products; always consult an attorney, tax professional, or insurance agent regarding your specific legal, tax, or insurance situation.

12/25/2023

May your holidays be filled with the joyous laughter of loved ones, the warmth of the tropical breeze, and the glow of festive lights.

Thank you for making this year truly special, and we look forward to serving you with even more enthusiasm in the coming year. Happy holidays from the land where palm trees sway and dreams come true!

It doesn't feel like fall in Florida but a rivalry football game on the BIG screen says it is!
11/28/2023

It doesn't feel like fall in Florida but a rivalry football game on the BIG screen says it is!

We are thrilled to share that Forbes has named Venture Visionary Partners as the  #1 Registered Investment Advisory Firm...
11/14/2023

We are thrilled to share that Forbes has named Venture Visionary Partners as the #1 Registered Investment Advisory Firm in the state of Ohio for the second consecutive year and #18 in the entire country.
This recognition is a testament to the incredible people who make up Venture Visionary Partners and the unwavering dedication we have to our clients. Your trust and support drive us to continuously strive for excellence every day.

Disclosure: Venture Visionary Partners reported $3.1B regulatory Assets Under Management and provided consulting advice on an additional $800M of Assets Under Advisement as of 12/31/2022.
Forbes’ list published 10/10/23 was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank member firms. Data as of 12/31/22. Per SHOOK Research, America’s Top Registered Investment Advisor Firms ranking is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. SHOOK received 42,643 nominations of which 23,100 of these nominees were invited to take a survey and 250 firms were selected for the Top RIA ranking. Neither Venture Visionary Partners nor its employees pay a fee to Forbes/SHOOK in exchange for inclusion in the ranking of Forbes/SHOOK America’s Top Registered Investment Advisor Firms ranking.
SHOOK Research Methodology: https://lnkd.in/gbwxsYfk
Research Summary (as of October 2023)

Address

27400 Riverview Center Boulevard, Suite 3
Bonita Springs, FL
34134

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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