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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Nadiya Waterloo | Chief of Operations | Camano, Washington, United States |
Email
|
| Katherine Potratz | Customer Care Specialist Level Ii | Phoenix, Arizona, United States |
Email
Phone
|
| Shea Roberts (Mcintire) | Business Development - B2B - B2C | Scottsdale, Arizona, United States |
View
|
| J.p. Dahdah | Founder & CEO at Vantage Retirement | Phoenix, Arizona, United States |
Email
|
Employees by Management Level
Individual contributor
6 profiles
Executive
2 profiles
Director
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Legal | 1 | 1 | 1 |
| General | 1 | 1 | 1 |
| Executive | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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