Vintage Financial Services, LLC Employee Directory

Financial ServicesMichigan, United States0-1 Employees

Vintage Financial is an SEC Registered Investment Advisor offering fee only investment management, financial planning and tax preparation services to clients throughout the U.S. The firm was founded in 1985 and today oversees over $350 million in assets. The firm's clients are primarily individuals who meet the minimum investment asset threshold of $500,000 and are seeking a financially secure retirement. For much more please see the firm's website.

Find Vintage Financial Services, LLC employees' phone numbers or email addresses

Vintage Financial Services, LLC Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Vintage Financial Services, LLC's Leadership

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    T. M.
    Chief Executive Officer & Chief Investment Officer
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    C. M.
    Owner
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    J. R.
    Partner, Head Of Private Investments
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    G. S.
    Operations Vice President
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    B. H.
    Managing Director
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    E. J. O.
    Lead Financial Planner
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    T. W.
    Senior Financial Planner
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    M. S.
    Financial Planner
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Contact profiles from Vintage Financial Services, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M.
    Bookkeeper, Human Resource
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    United StatesMichigan
    Apr 23, 2025
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    N. B.
    Administrative Assistant
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    Oct 16, 2024
  • Stylized image of a person
    T. P.
    Private Weath Advisor
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    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    T. P.
    Private Weath Advisor
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    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    F. M.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Vintage Financial Services, LLC known for?

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Vintage Financial Services, LLC operates in the Financial Services industry. The company's main headquarters is located in 2373 Oak Valley Drive, Suite 110; you can contact the main corporate office by phone at . Explore Vintage Financial Services, LLC's company overview page for more information.

What is Vintage Financial Services, LLC's most common email format?

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

How many employees does Vintage Financial Services, LLC have currently?

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Vintage Financial Services, LLC has approximately 1 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Vintage Financial Services, LLC's key employees and leadership?

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As of December 2025, Vintage Financial Services, LLC's key employees include:

  • Chief Executive Officer & Chief Investment Officer: T. M.
  • Owner: C. M.
  • Partner, Head Of Private Investments: J. R.
  • Operations Vice President: G. S.
  • Managing Director: B. H.

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