Vantage Financial Group, founded in 1969 by George Szeretvai, is a single source financial services company providing clients with the finest in products and services, and our associates with an environment they can thrive in.
We are an alliance of independent wealth management advisors who have the opportunity to provide a full suite of investment, insurance, retirement and financial planning and benefits options to clients. Through the unique relationship with our partner, Cetera Advisor Networks, we bring our advisors access to training, plug and play marketing, and the technology they need to be successful.
Vantage specializes in the following disciplines:
- Financial Planning
- Investment Planning Services
- Insurance and Estate Planning
- Litigation Settlement Support
- Employee Benefit Solutions
- Flexible Benefit Programs
- Qualified Retirement Plans
- Executive Benefits
- Group Benefits
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