Jeff Vistica
Welcome to the scheduling page for Jeff Vistica.
Please select which type of Event you want to schedule.
Introductory Zoom or Phone Call

Schedule a 15 minute introductory Zoom or phone call.

Check-in/Update

When a formal meeting is not necessary but you would like to talk, please use this link to schedule a time.

401(k) Participant Consultation

Schedule a time to discuss your 401(k) questions.

Strategic Planning/Review Meeting

Schedule a Zoom or in-person meeting to review your plan with Jeff and Dan.