Vintage Financial Group

"My immediate family member used Vintage Financial (VF) for a large Roth IRA they had and other financial holdings for years, and while Vintage Financial did a good job with their money over all - they did a very poor job when they did not advice my family member regarding beneficiaries of their IRA (opposed to the trust as beneficiary). We will be heavily taxed now on our income taxes because of such a large amount of "income". I understand people do things differently but our family member would not have done this if they were correctly advised of the tax consequences. A very good financial planner would have known this and advised of all contingencies, and tax advantages and disadvantages. This IRA stuff was bad advice from VF. Up until that happened we were going to use VF as our new financial planners for us, but not now."

"I have had a relationship with Vintage Financial for the past four years now. Personally, I started working with them because of the relationship they had with my place of employment, Concentric, but they have always been incredibly helpful with any questions I have had in starting a 401K. They really took the time to explain to me what I was signing up for which was greatly appreciated since I was at the beginning stages in my career. They have also sat down and talked with me about any other questions I may have had and made sure I left feeling confident in whatever decision I made. I would recommend Vintage to anyone!"

"When we got married 6 years ago, we were looking for a financial firm to help us with life insurance and planning for retirement, and we were lucky enough to be referred to Brad and team at Vintage Financial. Over the past 6 years, we have always experienced nothing but impeccable service from the Vintage team. Due to that experience, we recently rolled over our 401k accounts to Brad. We trust him and his team with our life savings and our financial future as we know they will always provide exceptional service and truly care about our finances."

"I have been associated with Vintage Financial Group for over eight years and have appreciated the time effort put into developing my financial plans. Brad, Pat, Melissa, and Tricia have always been available to answer questions I have and have helped me in more ways than I can mention. Knowing that I have a place to call to ask questions about my college savings and what to do when I get my first out of college job makes me feel like I am in great hands. I know I have a financial partner that will help me save and invest throughout my career. I have always felt like an important client at VFG even though I know I am far from their biggest client. They always have time for me and my questions."

"It’s been over 6 years now working with Vintage Financial on our personal and business financial needs. We originally were referred by a friend based off their great experience with Vintage Financial. From our initial meeting with my wife and I, their team has always been very professional and knowledgeable. They really take the time to explain things in a way you can understand to help make the best financial decision for you and your family. Based off the trust we built with them on a personal level, my business partner and I decided to have them help us out with our business strategies and financial needs. They did not disappoint. They have delivered and exceeded our expectations constantly over the years. Now several of our employee’s trust Vintage with their financial needs also. All this speaks to trust, consistent results, attention to detail and professionalism over the last 6 years. I highly recommend Vintage Financial Group if you are looking for a financial adviser."