At Vantage Point Financial, we entirely believe in the power of the individual choice. We partner with our clients to develop a strategy and course of action based on each individual's personal values, current situation, needs, timeline, and comfort level.
We Believe In
Caring for our clients the way that we would want for ourselves—making them feel respected, informed, and heard.
The importance of knowing our clients and their goals. We want to be just as excited about your dreams as you are.
Treating clients like people, not portfolio balances. Having been in the business a long time, we have encountered lots of market cycles and can help keep you on an even keel through the ups and downs.
Empowering clients to feel confident about their decisions. Whether you want to take a hands-on role in the investment process or want nothing to do with it, our goal is to make sure you sleep easily at night knowing your money is working effectively for you.
Practicing time-tested financial approaches. As your needs or financial picture changes, we'll work with you to adjust your financial plan accordingly.
Meet our Team: http://www.vantagepointfinancial.com/our-team
Headquarters: Boston, MA and serving clients across the US
The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Vantage Point Financial, LLC, 175 Highland Avenue, Suite 304, Needham, MA 02494. 617-208-8679. Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org/https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 175 Highland Avenue,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- vantagepointfinancial.com
- Keywords
- Needham.
- HQ
- Needham , Massachusetts
Vantage Point Financial Questions
Vantage Point Financial's website is vantagepointfinancial.com
Vantage Point Financial's LinkedIn profile is https://www.linkedin.com/company/vantage-point-financial
Vantage Point Financial has
6 employees.
View email and phone details for 6
employees at Vantage Point Financial.
Vantage Point Financial's industry is
Financial Services
Vantage Point Financial's top competitors are
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Unum | Leave Logic,
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Vantage Point Financial's categories are Financial Services
Vantage Point Financial's founding year is 2002
