Vantage Point Financial Revenue

Financial Services • Needham, Massachusetts, United States • 1-10 Employees

Vantage Point Financial revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Vantage Point Financial

Taryn Rich

Director Of Operations And Client Services

Company overview

Headquarters	175 Highland Avenue, Suite 304, Needham , Massachusetts 02494, US
Phone number	+16172088679
Website	vantagepointfinancial.com
NAICS	52
Founded	2002
Employees	1-10
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About Vantage Point Financial

At Vantage Point Financial, we entirely believe in the power of the individual choice. We partner with our clients to develop a strategy and course of action based on each individual's personal values, current situation, needs, timeline, and comfort level. We Believe In Caring for our clients the way that we would want for ourselves—making them feel respected, informed, and heard. The importance of knowing our clients and their goals. We want to be just as excited about your dreams as you are. Treating clients like people, not portfolio balances. Having been in the business a long time, we have encountered lots of market cycles and can help keep you on an even keel through the ups and downs. Empowering clients to feel confident about their decisions. Whether you want to take a hands-on role in the investment process or want nothing to do with it, our goal is to make sure you sleep easily at night knowing your money is working effectively for you. Practicing time-tested financial approaches. As your needs or financial picture changes, we'll work with you to adjust your financial plan accordingly. Meet our Team: http://www.vantagepointfinancial.com/our-team Headquarters: Boston, MA and serving clients across the US The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Vantage Point Financial, LLC, 175 Highland Avenue, Suite 304, Needham, MA 02494. 617-208-8679. Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org/https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Manager

Employees by Department

Vantage Point Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Vantage Point Financial has never raised funding before.

Frequently asked questions

Vantage Point Financial is located in Needham, Massachusetts, US.

You can reach Vantage Point Financial at +16172088679.

Vantage Point Financial generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Vantage Point Financial has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Vantage Point Financial was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Vantage Point Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Vantage Point Financial

Taryn Rich

Director Of Operations And Client Services

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