VantagePointe Financial Group
Company Management

VantagePointe Financial Group

Financial Services United States 81 employees
Employees
81
Contacts
3
Emails
3
Phones
2

VantagePointe Financial Group Overview

Headquarters
United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
81
Founded
1992
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About VantagePointe Financial Group

Financial Analysis: VantagePointe's thorough financial analysis encourages individuals, couples, families and business to share their goals and aspirations. This allows our Associates to provide a financial "blueprint" identifying the financial disciplines each client will wish to maintain in order to build their foundation towards financial success. Unique Capabilities Team: At VantagePointe, we offer unappreciated access to the experienced professionals comprising out Unique Capabilities Team. This includes systematic processes for comprehensive financial strategies, case design, and support for the products and services we provide. Life Long Relationships: Our focus is on building life-long relationships with our clients while becoming a valuable resources to families and businesses as their needs change through the years. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Registered Branch Number: 616-534-9623. 23192015—5/21 Please visit our website for additional disclosures: http://www.vpfgroup.com Specialties: Wealth Management*, Charitable Planning, Financial Planning*, Estate Planning Strategies, Business Succession Planning, Insurance and Risk Management, Business Planning, Employee Benefits, and Retirement Planning

VantagePointe Financial Group Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

VantagePointe Financial Group Org Chart

Sample employees and titles
Name Title Contact
Robert Hurd Chcf Clu Vantagepointe Financial Group
View
Cindy Gretschmann Vice President
Email
Dave Ferwerda Advisor
Email Phone
Nathaniel (Nate) Volkema, Cfp®, Chfc®, Cltc Certified Financial Planner™
Email Phone

Employees by Management Level

Individual contributor 12 profiles
Executive 4 profiles
Associate / junior 3 profiles
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 6 6 3
Executive 3 3 1
General 2 2 0

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