Vantage Financial Group

 
6200 Rockside Road
Cleveland, OH 44131
(216) 642-7878
Today: 8:00 AM to 5:00 PM
1969
info@vanfin.com
Vantage Financial Group is a financial services company serving individuals and corporations since 1969 with a large footprint in Northern Ohio. Our financial advisors and associates are experienced investment, insurance, retirement plan services, and corporate benefits professionals with a service-first mindset.

Redefining Financial Services

We are an independent, full-service, single source financial services company. We have redefined how financial services should be delivered to best serve and plan for our clients. Our business model is designed to provide hardworking people like you with a complete selection of services you need to manage your financial life. We accomplish this through our unique team structure made up of a diverse grouping of knowledgeable professionals specializing in investments, insurance, qualified retirement plans, health insurance, financial planning, estate planning support, litigation settlement support, and executive benefits. By assembling a team of specialists, and creating several specialty divisions of our firm, we are able to provide a wide range of quality service and advice through a single source.

Please note our other locations at:
210 East Broad Street #201
Bethlehem, PA 18018

8798 Thornapple Drive
Pickney, MI 48169

5800 Monroe Street Building A
Sylvania, OH 43560
Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
Sat Closed
Sun Closed

Products and Services

Advisory Services and Financial Planning
Investment Management
Portfolio Design and Asset Allocation
Retirement Income Strategies
Qualified Retirement Plan Management
Personalized Planning
Wealth Management
Insurance & Estate Planning
Qualified Retirement Plans
Business & Executive Planning
Social Security Planning
Legacy Gift Strategies
Trust and Estate Planning
Litigation Support
Class Action Administration

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