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Ad Type: | Wanted | |
Posted: | 2016-12-01, 07:58PM | |
Vantage Point Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided among the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams. Products and Services We provide assistance in the following areas: Investment Services Bonds Common Stock Educational IRA Traditional IRA Roth IRA SEP IRA Simple IRA Brokerage Accounts Treasury Bills Government Securities Treasury Notes Variable Annuity Financial Planning Retirement Plans Tax Plans 401 (k) Planning 403 (b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans Insurance Disability Income Insurance Life Insurance Long Term Care Insurance 763-587-7120/ 612-723-5705 [email protected] http://www.vpwealthmgmt.com
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