VantagePointe Financial Group Employee Directory

Financial ServicesMichigan, United States51-200 Employees

Financial Analysis: 
VantagePointe's thorough financial analysis encourages individuals, couples, families and business to share their goals and aspirations. This allows our Associates to provide a financial "blueprint" identifying the financial disciplines each client will wish to maintain in order to build their foundation towards financial success.

Unique Capabilities Team:
At VantagePointe, we offer unappreciated access to the experienced professionals comprising out Unique Capabilities Team. This includes systematic processes for comprehensive financial strategies, case design, and support for the products and services we provide.

Life Long Relationships:
Our focus is on building life-long relationships with our clients while becoming a valuable resources to families and businesses as their needs change through the years.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Registered Branch Number: 616-534-9623.  23192015—5/21

Please visit our website for additional disclosures: http://www.vpfgroup.com


Specialties:
Wealth Management*, Charitable Planning, Financial Planning*, Estate Planning Strategies, Business Succession Planning, Insurance and Risk Management, Business Planning, Employee Benefits, and Retirement Planning

Find VantagePointe Financial Group employees' phone numbers or email addresses

VantagePointe Financial Group Global Highlights

Location
Employees

North America
116

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  • United States Of America
    116

VantagePointe Financial Group's Leadership

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    A. G.
    Chief Compliance Officer
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    A. G. B.
    Chief Compliance Officer
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    P. J. M.
    Vice President Of Sales, Business Development & Firm Level Recruiting
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    D. P.
    President
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    B. O.
    Partner
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    C. O.
    Partner
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    R. B.
    Vice President
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    T. E.
    Executive Vice President
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Contact profiles from VantagePointe Financial Group

Name
Title
Contact Info
Location
Last Update
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    K. K.
    Financial Advisor
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    United StatesMichigan
    Nov 13, 2025
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    E. L.
    Registered Representative
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    Aug 11, 2025
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    C. Z.
    Investment Advisor Representative
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    United StatesMichigan
    Mar 25, 2025
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    O. L.
    Executive Assistant
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    United StatesWisconsin
    Oct 18, 2025
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    J. G.
    Financial Representative
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    United StatesMichigan
    Oct 19, 2025
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    D. F.
    Financial Advisor
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    United StatesMichigan
    Nov 15, 2025
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    J. K.
    Financial Representative
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    Nov 15, 2025
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    K. H.
    New Business Coordinator
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    United StatesMichigan
    Oct 22, 2025
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    M. A.
    Mediator
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    United StatesVirginia
    Oct 18, 2025
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    L. D. N.
    Financial Representative
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    United StatesKansas
    Aug 10, 2025

Frequently Asked Questions

What is VantagePointe Financial Group known for?

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VantagePointe Financial Group was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 3333 Evergreen Drive Northeast, Suite 200. Explore VantagePointe Financial Group's company overview page for more information.

What is VantagePointe Financial Group's most common email format?

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VantagePointe Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more VantagePointe Financial Group email formats with LeadIQ.

How many employees does VantagePointe Financial Group have currently?

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VantagePointe Financial Group has approximately 81 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are VantagePointe Financial Group's key employees and leadership?

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As of December 2025, VantagePointe Financial Group's key employees include:

  • Chief Compliance Officer: A. G.
  • Chief Compliance Officer: A. G. B.
  • Vice President Of Sales, Business Development & Firm Level Recruiting: P. J. M.
  • President: D. P.
  • Partner: B. O.

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