WHY WE’RE TRUSTED

The Vantage Way

Our client service model sets us apart.

 

Vantage Financial is a team of established financial consultants with over 110 years of combined industry experience. We create thorough financial plans for individuals and families at all stages of life. Our plans are high-touch, approachable and flexible – we work with you and within the realities of your growing goals and circumstances. We pride ourselves on being your financial partner.

Vantage Financial provides fee transparency and unbiased recommendations to help you achieve your financial goals. Our focus is building relationships through our expert advice and consistent planning strategy.

INQUIRY

It all starts with a simple conversation. A phone call. An email. You’ll talk with a Client Relations Specialist to determine a time for you to visit the office nearest you to meet with one of our Senior Wealth Advisors.

INITIAL MEETING

Welcome to Vantage Financial! We’ll meet with you for about an hour and talk about what you need, your priorities, and how we might be able to help you achieve them. We’ll offer some initial advice and together determine what happens next.

STRATEGIC MEETINGS

Once you give us the green light, we get to work. We will keep you engaged, discuss your plan, progress and changes. The basis of our client service model is making your priorities our top priority. This customized approach allows us to adapt our advice and consistent planning strategies to your needs.

IT ALL STARTS WITH
A SIMPLE CONVERSATION.

We are ready when you are. We’d love to meet, talk about your financial goals, and share a cup of coffee. Leave us a note and we’ll get back to you.

    FIRST NAME *

    LAST NAME *

    EMAIL ADDRESS *

    PHONE NUMBER

    I prefer to be contacted by (please check):EmailPhone

    What's on your mind? (Please do not include any sensitive, confidential or personal financial or health information.)


    400

    IT ALL STARTS WITH
    A SIMPLE CONVERSATION.

    We are ready when you are. We’d love to meet, talk about your financial goals, and share a cup of coffee. Leave us a note and we’ll get back to you.

      FIRST NAME *

      LAST NAME *

      EMAIL ADDRESS *

      PHONE NUMBER

      I prefer to be contacted by (please check):EmailPhone

      What's on your mind? (Please do not include any sensitive, confidential or personal financial or health information.)


      400