Team
At Vital Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Retirement saving and distribution strategies
- Estate conservation strategies
- Risk management review
We also can answer your questions, including:
- Can I retire early?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
We do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
Julio Soria
President / CEO
Daniela Sosa
Vice President of Operations
Henry Ortiz
Managing Director
Henry Ortiz is a native New Yorker who began his career as a Financial Services Professional in 2005 in Boca Raton, FL. With over 9 years of experience, he has worked with companies such as Guardian, MassMutual and National Life Group....
Stephen Lindsley
Investment Adviser Representative, Equity Services, Inc.
954-615-1981
Stephen Lindsley joined the National Life Group in 2013, and has been in the insurance and financial services industry for over 26 years. He is an Investment Advisor Representative, licensed to sell and manage client assets in Florida...