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Vantage Retirement Plans

Vantage Retirement Plans Email Formats

Financial ServicesFlag of US8742 E Via de Commercio, Scottsdale, United States11-20 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.

FormatExamplePercentage
{first initial}{last name}
jdoe@vantageiras.com
54.5%
{first name}{last name}
johndoe@vantageiras.com
45.5%

Key Contacts at Vantage Retirement Plans

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Shea Roberts Mcintire

Program Director- Business Development

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J.P. Dahdah

Founder & Ceo

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Beverly Navales

Director Of Finance

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Tia Geurts

Executive Director

Company overview

Headquarters8742 E Via de Commercio, Scottsdale, Arizona 85258, US
Phone number+18664594580
Website
NAICS52
SIC673
Keywords
Roth Ira, Self-Directed Iras, Iras, Traditional Ira, Alternative Asset Custodian
Founded2004
Employees11-20
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

Entry
C-Suite
Director

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.

Modernizr

Modernizr

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Gravity Forms

Gravity Forms

Form builders

Vimeo

Vimeo

Video players

jQuery UI

jQuery UI

JavaScript libraries

scrollreveal

scrollreveal

JavaScript libraries

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Salesforce Marketing Cloud Account Engagement

Salesforce Marketing Cloud Account Engagement

Marketing automation

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

Calendly

Calendly

Appointment scheduling

Frequently asked questions

Vantage Retirement Plans is located in 8742 E Via de Commercio, Scottsdale, US.
You can reach Vantage Retirement Plans at +18664594580.
Vantage Retirement Plans was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.
Vantage Retirement Plans has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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