Vintage Financial Services, Llc

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Description

  • Vintage Financial is an SEC Registered Investment Advisor offering fee only investment management, financial planning and tax preparation services to clients throughout the U.S. The firm was founded in 1985 and today oversees over $530 million in assets. The firm's clients are primarily established individuals seeking an unbiased, pro-active approach to a secure retirement.In short, we're advisors, not salespeople. And our success depends solely on the success and growth of our clients' portfolios. Learn more about choosing a financial advisor in our video below and for much more, please visit our website.
  • location

    Headquarters:2373 Oak Valley Drive Suite 110, Ann Arbor, Michigan, United States

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  • Vintage Financial Services, Llc phone

    Phone Number: +1 734-668-4040

  • Vintage Financial Services, Llc website

    Website: https://www.vintagefs.com

  • Vintage Financial Services, Llc employees

    Employees:11

  • Vintage Financial Services, Llc revenue

    Revenue:$1 - 10M

  • Vintage Financial Services, Llc legal name

    Legal Name:Vintage Financial Services, Llc

  • Vintage Financial Services, Llc's Social Media

    Vintage Financial Services, Llc linkedin Vintage Financial Services, Llc facebook
  • done Is this data correct?
  • |  NAICS Code: 523930  |

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Person level website identification

Chief Operations Officer And Senior Financial Planner for Vintage Financial Services, Llc

Jack Mccloskey

Chief Operations Officer And Senior Financial Planner

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Jack Mccloskey

Chief Operations Officer And Senior Financial Planner

Frank Moore

Owner

Jennifer Moore

Co-Founder, Vintage Financial Services, Llc

Robert Hamshare

Ifa Director

Sandesh Zote

Team Lead

Frequently Asked Questions regarding Vintage Financial Services, Llc

  • Where are Vintage Financial Services, Llc's Headquarters?

    Vintage Financial Services, Llc's Headquarters are in 2373 Oak Valley Drive Suite 110,Ann Arbor,Michigan,United States

  • What is Vintage Financial Services, Llc's phone number?

    Vintage Financial Services, Llc's phone number is +1 734-668-4040

  • What is Vintage Financial Services, Llc's official website?

    Vintage Financial Services, Llc's official website is https://www.vintagefs.com

  • What is Vintage Financial Services, Llc's Revenue?

    Vintage Financial Services, Llc's revenue is $1 - 10M

  • What is Vintage Financial Services, Llc's NAICS code?

    Vintage Financial Services, Llc's NAICS code is 523930

  • How many employees are working in Vintage Financial Services, Llc

    Vintage Financial Services, Llc has 11 employees

  • What is Vintage Financial Services, Llc's Industry?

    Vintage Financial Services, Llc is in the industry of Financial Services

  • Who is Vintage Financial Services, Llc's Chief Operations Officer And Senior Financial Planner?

    Vintage Financial Services, Llc's Chief Operations Officer And Senior Financial Planner is Jack Mccloskey

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