VantagePointe Financial Group

Financial ServicesMichigan, United States51-200 Employees

VantagePointe Financial Group operates in the financial services sector, offering thorough financial analysis to help individuals, couples, families, and businesses articulate their goals and create a practical blueprint for financial discipline and eventual success. The firm maintains a dedicated Unique Capabilities Team that employs structured processes to develop comprehensive financial strategies, design client cases, and support the range of products and services it provides. Its stated aim is to cultivate life-long relationships and serve as a resource for clients as their circumstances change over time. Securities and investment advisory services are provided through Osaic Wealth, Inc., a FINRA/SIPC-member entity that is separately owned from VantagePointe. Based in Grand Rapids, Michigan, the company serves a mid-sized client base with offerings across wealth management, charitable planning, financial planning, estate planning strategies, business and succession planning, insurance and risk management, employee benefits, and retirement planning.

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