Vantage Point Financial Services
Financial Services • 
Washington, Ohio, United States • 1-10 Employees
Company overview
| Headquarters | 329 Regency Ridge Drive, Centerville, OH 45459, US |
| Phone number | +19374321110 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Tax Planning, College Planning, Retirement Planning, Life & Disability Insurance, Estate Planning, Investment Management, 401(K) And Other Company Retirement Plans |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Key Contact at Vantage Point Financial Services
Mark Black
CFP®, Branch Manager, Owner
Vantage Point Financial Services Email Formats
Vantage Point Financial Services uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@vantagepointadvisor.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@vantagepointadvisor.com | 75% |
{first initial}{last name} | jdoe@vantagepointadvisor.com | 25% |
About Vantage Point Financial Services
We are a full service Financial Services Firm for individuals, families, and businesses. Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser. FINRA.org SIPC.org All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.
Vantage Point Financial Services revenue & valuation
| Annual revenue | $24,500,000 |
| Revenue per employee | $6,116,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $78,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Vantage Point Financial Services has never raised funding before.
Vantage Point Financial Services Tech Stack
Discover the technologies and tools that power Vantage Point Financial Services's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
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Spain
South Africa
Canada
Frequently asked questions
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