Vintage Financial Partners
Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Succession
- Risk Management
Sentiment Analysis
Brian is a hard working, extremely professional man.
He not only gave me sound expert advice with an immediate turnaround, he was there for me and guided me through an overwhelming situation at a time where I thought I had no where to turn.
Brian and his team are knowledgeable about investments of course, but, they care about me and my family on a personal level.
Brian is a good friend, and i have known him for years.
Yes- recommend for responsiveness and confidence inspiring professional handling.
The level of real-world professionalism from Brian, and the trust I have in him and the team at Vintage is, in my experience, unmatched in the financial services advisory business.
They have been excellent at explaining the intricacies of investing and figuring out what works best for me!
They've always gone above and beyond to address any concerns I've had in the past as well as researching ones they may not know at that exact moment.
I would recommend them to anyone who needs Certified Financial Services, so they could be helped as much me and my family.
I deal mostly with Cindy and it is a pleasure because there is no doubt about getting a quick and accurate response.
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