AMHERST, N.Y. — The Establishment, a financial education center run by Joseph Dileo and other financial advisers with Vision Financial Group, recently upgraded its space to fit more people after growing significantly in the last decade.
Dileo, CEO of Vision Financial Group, a Mass Mutual firm, said that while the financial learning center started out with four classes and four educators more than eight years ago, the Establishment now has 20 educators and 19 financial courses.
“We’ve elevated the sophistication of it based on individuals and companies, that have asked us to come in and do a series of classes,” he said. “It’s an education-only venue, so we’re there to purely educate only.”
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