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Vantage Financial Partners
13230 Watertown Plank Road, Elm Grove, Wisconsin, United States
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About the Vantage Financial Partners
Vantage Financial Partners is a finance institution located at 13230 Watertown Plank Road in Elm Grove, Wisconsin, United States. With over 20 years of experience in financial planning, our team is dedicated to helping you navigate real-life questions and execute solutions through a tailored advising relationship. We are expanding our footprint in Ohio and have welcomed Senior Wealth Advisor Thomas W. Titus and Wealth Advisor Rachel Pease to our team in Youngstown.
Our comprehensive and transparent fee-based financial planning services are designed to help you at every stage of life, whether you're just starting out in your career or planning for retirement. We value education and athletic excellence in the community, which is why we offer a scholarship program for high school seniors.
As fiduciaries, we prioritize client relationships and always act in your best interest. We invite you to meet with us, discuss your financial goals, and enjoy a cup of coffee at any of our office locations in Elm Grove, Huron, Cincinnati, Columbus, Nelsonville, Watertown, and Youngstown. Contact us today to schedule a consultation.
Photos of Vantage Financial Partners
13230 Watertown Plank Rd, Elm Grove, WI 53122, United States
Opening hours of Vantage Financial Partners
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Vantage Financial Partners
"The Vantage team is wonderful! My family has worked with Jesse and Andy for over a decade.They're professional, learning your financial goals, and they go above and beyond taking the time to get to know you personally. My mom recently retired with the confidence that her financial future is secure based on the Vantage team's guidance. And as a young professional myself—consulting with Vantage—I'm hopeful that I'll be able to retire early too."
"My family and I have been clients now for a couple of years. Andy is our main contact and our advisor, but the entire team is fabulous, and I have total confidence in all of them. What I value most is the calming influence they provide, along with valuable advice based not only on their experience and beliefs, but on fact! 2020 was undoubtedly one of the most challenging years in my life, and without their solid counseling, I'm afraid we would have bailed out early and missed out on the tremendous recovery in the markets. I would highly recommend Vantage Financial Partners to anyone I know or care for. They are rock solid!!"
"We were referred to Vantage by a family friend. We were advised of their professionalism and positive experiences from a few others. Andy has helped us start our retirement planning and resource allocation based upon our situation. He is helpful, honest, explanation, and friendly. My wife and I are very happy with Andy’s service and we look forward to working with Vantage over the years to come!"
"I can’t speak highly enough of the Vantage Team. They are easy to work with and have extensive market knowledge to help with my financial decisions. Andy and Jesse have become trusted advisers in my family’s financial and retirement planning process and provide the assurance I need for important decisions. I can’t thank the team enough for all the hard work and creating a easy and proactive relationship."
"Jesse has been the best financial partner we have ever had. He meets with us on a regular basis, even now during COVID, and us moving across the United States. The visits are virtual now, but it's just like sitting across the table from him. Jesse keeps us well informed with our investments. He helped to guide me into the transition of early retirement. Everyone at Vantage works together as great team. We cannot thank them enough for taking such great care of us, and putting our minds at ease that we're doing the right things with our money."
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