(760) 227-7700 | 119 Maclver St.
Suite C, Bishop, CA 93514
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
VTI Financial is committed to helping clients overcome today's economic challenges in order to achieve life goals. As Financial Advisors, we aid clients in preparing for the unexpected, as well as pursuing long-term targets such as retirement, college savings, care for dependents, or that bucket-list vacation. Our clients turn to us for assistance in developing comprehensive financial plans* and to learn more about investment*. We are here to help for the long run, as well as to address your most pressing financial questions.
Our first priority is your success. By learning about your personal situation and identifying your dreams and goals, we customize investment and planning solutions to meet your needs. Long-term relationships that encourage open and honest communication are pivotal to our achievements and the progress of our clients.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Randy and Joshua are dedicated Eastern Sierra residents committed to the well-being of clients and community. Both came to financial advising after recognizing a widespread need for this essential service.
*Investment and financial planning services are offered by Randy Van Tassell and Joshua Ingram through their affiliation with Avantax.