INVESTMENT MANAGEMENT SERVICES TO HELP OUR CLIENTS MANAGE THEIR INCREASINGLY COMPLEX FINANCIAL ISSUES

Estate planning plays an integral role in helping families pass along values - as well as wealth - from one generation to the next. Vantage Point Advisors consult with clients and their legal advisors to ensure that our clients' financial and estate planning objectives complement their desired goals and vision for building a family legacy.

 

Vantage Point Advisors are committed to facilitating the financial security of our customers, associates and their families through the provision of a full range of highly competitive financial products and services. In so doing, they recognize the importance of being your financial advisor and providing the highest level of customer service in all of your financial needs.

 

 

 

 

 

 

Any product listed on this page is for information purposes only. You should consider the investment objectives, risks, and charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. Past performance is not a guarantee of future performance.  You should consult a tax professional before making changes that may effect your taxes