Vantage Retirement Plans, LLC

Vantage Retirement Plans, LLC

Financial Services Scottsdale, Arizona, United States 15 employees
Employees
15
Contacts
3
Emails
3
Phones
1

Vantage Retirement Plans, LLC Overview

Headquarters
Scottsdale, Arizona, United States
Phone Number
Available in AeroLeads
Website
vantageiras.com
Industry
Financial Services
Employees
15
Founded
2004
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Vantage Retirement Plans, LLC

Vantage is a leading Self-Directed IRA company that exists to empower clients to take control of their retirement savings and enjoy the freedom to diversify their tax-favored money beyond the stock market. We believe you deserve to invest your hard-earned nest egg where you want. Money is Personal™, therefore, investing should be tailored to an individual’s needs and investment appetite, not the restrictions imposed on them by their IRA custodian. Our Self-Directed IRA services emphasize the “I” in an Individual Retirement Account by offering investors the ability to diversify their IRA funds into real estate, private companies, private funds (LLCs, LPs, Syndications, etc.), promissory notes, and a virtually unlimited list of alternative assets. Best of all, we don’t sell, endorse, or promote any investment products, nor do we offer any financial, tax, or legal advice. Our clients appreciate not having to worry about any pushy sales pitches or pressure from sales representatives. Since our start in 2004, we’ve served more than 17,000 clients nationwide and continue our mission to educate Americans about the power and flexibility our Self-Directed IRAs offer. With over $3 billion in retirement assets under administration, we pride ourselves in being our clients' trustworthy and knowledgeable guides while they remain in pursuit of their financial independence. If you’re frustrated with having your IRA stuck in the stock market, we can help. We would love the opportunity to introduce you to the world of Self-Directed IRAs and give you the key to Set Your IRA Free™.

Vantage Retirement Plans, LLC Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Vantage Retirement Plans, LLC Org Chart

Sample employees and titles
Name Title Contact
Nadiya Waterloo Chief of Operations
Email
Katherine Potratz Customer Care Specialist Level Ii
Email Phone
Shea Roberts (Mcintire) Business Development - B2B - B2C
View
J.p. Dahdah Founder & CEO at Vantage Retirement
Email

Employees by Management Level

Individual contributor 6 profiles
Executive 2 profiles
Director 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Legal 1 1 1
General 1 1 1
Executive 1 1 0
Sales 1 1 0

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