Company Overview
- Headquarters
- 13500 Watertown Plank Rd, Elm Grove WI
- Website
- vfplanning.com
- Employees
- 19
- Founded in
- 2018
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Vantage Financial
Vantage Financial is a fee-only financial planning firm dedicated to helping hard-working families achieve their financial goals. We provide comprehensive and transparent advice on a wide range of topics, including investment management, tax strategies, estate planning, retirement planning, and wealth building. Our team of experienced advisors is committed to protecting your time and best interests by helping you navigate real-life questions and execute solutions through an ongoing tailored advising relationship.
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 23 | San Francisco, CA | ||
| 10M | 1 | Miami Beach, FL | ||
| 10M | 7 | Burr Ridge, IL | 2012 | |
| 10M | 1 | Cheyenne, WY | 1953 |