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Vantage Financial Group, Inc.

Headquartered in CLEVELAND, OH

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Firm Information

Vantage Financial Group, Inc. is an investment advisory firm headquartered in Cleveland, Ohio. With over 30 years of experience, the firm offers financial planning, portfolio management for individuals and businesses, and pension consulting services. Vantage Financial Group manages over $720 million in assets for a diverse clientele including individuals, corporations, charitable organizations, and pension plans.

Vantage Financial Group, Inc.

6200 ROCKSIDE ROAD

CLEVELAND, OH 44131

$720.28M

Assets Under Management

90

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

VANTAGE FINANCIAL GROUP, INC. has a total of 2 branch locations across the country.

Advisors at Vantage Financial Group, Inc.

View All 6 Advisors

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Disclosures

There are no public disclosures for Vantage Financial Group, Inc..

Frequently Asked Questions (7)

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