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Vantage Financial Ohio Employee Directory

Financial ServicesOhio, United States0-1 Employees

Vantage Financial Ohio operates in the financial services sector, offering investment management, tax and estate strategies, retirement planning, and wealth-building guidance. It emphasizes comprehensive, transparent fee-based financial planning geared toward hardworking families, aiming to protect clients' time and interests through an ongoing, customized advisory relationship. The firm presents its guidance as practical support for real-life financial questions, delivered through a long-term engagement.

Headquartered in Columbus, Ohio, the firm serves individuals and families seeking structured, ongoing financial planning. With a very small team, it maintains a lean operation focused on personalized advisory services. The information on its site is described as educational rather than investment advice, and formal investment guidance is provided only after entering into an advisory agreement and supplying required background and account information.

Find Vantage Financial Ohio employees' phone numbers or email addresses

Vantage Financial Ohio Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Vantage Financial Ohio's Leadership

  • Stylized image of a person
    L. C.
    Contract Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. A.
    Client Relationship Specialist
    Phone icon
    Mobile Phone

Vantage Financial Ohio Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Support
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Vantage Financial Ohio

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. C.
    Contract Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    R. A.
    Client Relationship Specialist
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Vantage Financial Ohio known for?

Minus sign iconPlus sign iconVantage Financial Ohio was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 2875 West Dublin Granville Road Columbus, Ohio 43235 United States. Explore Vantage Financial Ohio's company overview page for more information.

What is Vantage Financial Ohio's most common email format?

Minus sign iconPlus sign iconVantage Financial Ohio employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vantage Financial Ohio email formats with LeadIQ.

How many employees does Vantage Financial Ohio have currently?

Minus sign iconPlus sign iconVantage Financial Ohio has approximately 1 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Vantage Financial Ohio's key employees and leadership?

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As of May 2026, Vantage Financial Ohio's key employees include:

  • Contract Manager: L. C.
  • Client Relationship Specialist: R. A.

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