


Vantage Retirement Plans Email Formats
Financial Services • 8742 E Via de Commercio, Scottsdale, United States • 11-20 Employees
Vantage Retirement Plans Email Formats
Vantage Retirement Plans uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@vantageiras.com), used 54.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@vantageiras.com | 54.5% |
{first name}{last name} | johndoe@vantageiras.com | 45.5% |
Key Contacts at Vantage Retirement Plans
Shea Roberts Mcintire
Program Director- Business Development
J.P. Dahdah
Founder & Ceo
Beverly Navales
Director Of Finance
Tia Geurts
Executive Director
Company overview
| Headquarters | 8742 E Via de Commercio, Scottsdale, Arizona 85258, US |
| Phone number | +18664594580 |
| Website | |
| NAICS | 52 |
| SIC | 673 |
| Keywords | Roth Ira, Self-Directed Iras, Iras, Traditional Ira, Alternative Asset Custodian |
| Founded | 2004 |
| Employees | 11-20 |
| Socials |
About Vantage Retirement Plans
Vantage is a leading Self-Directed IRA company that exists to empower clients to take control of their retirement savings and enjoy the freedom to diversify their tax-favored money beyond the stock market. We believe you deserve to invest your hard-earned nest egg where you want. Money is Personal™, therefore, investing should be tailored to an individual’s needs and investment appetite, not the restrictions imposed on them by their IRA custodian. Our Self-Directed IRA services emphasize the “I” in an Individual Retirement Account by offering investors the ability to diversify their IRA funds into real estate, private companies, private funds (LLCs, LPs, Syndications, etc.), promissory notes, and a virtually unlimited list of alternative assets. Best of all, we don’t sell, endorse, or promote any investment products, nor do we offer any financial, tax, or legal advice. Our clients appreciate not having to worry about any pushy sales pitches or pressure from sales representatives. Since our start in 2004, we’ve served more than 17,000 clients nationwide and continue our mission to educate Americans about the power and flexibility our Self-Directed IRAs offer. With over $3 billion in retirement assets under administration, we pride ourselves in being our clients' trustworthy and knowledgeable guides while they remain in pursuit of their financial independence. If you’re frustrated with having your IRA stuck in the stock market, we can help. We would love the opportunity to introduce you to the world of Self-Directed IRAs and give you the key to Set Your IRA Free™.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Vantage Retirement Plans has 8 employees across 6 departments.
Departments
Number of employees
Funding Data
Vantage Retirement Plans has never raised funding before.
Vantage Retirement Plans Tech Stack
Discover the technologies and tools that power Vantage Retirement Plans's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
Form builders
Video players
JavaScript libraries
JavaScript libraries
JavaScript libraries
Marketing automation
JavaScript libraries
Programming languages
Appointment scheduling
Frequently asked questions
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