Vantage Financial Partners Watertown Plank Rd, Elm Grove

Vantage Financial Partners Reviews

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  Rachel Williams Belter
  5

  The Vantage team is wonderful! My family has worked with Jesse and Andy for over a decade.They're professional, learning your financial goals, and they go above and beyond taking the time to get to know you personally. My mom recently retired with the confidence that her financial future is secure based on the Vantage team's guidance. And as a young professional myself—consulting with Vantage—I'm hopeful that I'll be able to retire early too.

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  Vickie Lambert
  5

  Andy has a way of answering my numerous questions in such a calm and easy to understand way. He is extremely knowledgeable and up-to-date on the current financial situation. He listens to what’s important to me and comes up with realistic plans to accomplish those things.

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  Bill Hardt
  5

  Vantage Financial provides excellent financial management and retirement planning services! Jesse Niederbaumer and the Vantage team are great to work with and provide great customer service. Jesse has years of experience that he leverages to advise and guide us on conducting our retirement planning in the most optimal manner. Him and his team are always available to answer questions, provide recommendations and walk-through different investment scenarios and options. I highly recommend Vantage!

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  Terry Schultz
  5

  My family and I have been clients now for a couple of years. Andy is our main contact and our advisor, but the entire team is fabulous, and I have total confidence in all of them. What I value most is the calming influence they provide, along with valuable advice based not only on their experience and beliefs, but on fact! 2020 was undoubtedly one of the most challenging years in my life, and without their solid counseling, I'm afraid we would have bailed out early and missed out on the tremendous recovery in the markets. I would highly recommend Vantage Financial Partners to anyone I know or care for. They are rock solid!!

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  Josh Farnam
  5

  I can’t speak highly enough of the Vantage Team. They are easy to work with and have extensive market knowledge to help with my financial decisions. Andy and Jesse have become trusted advisers in my family’s financial and retirement planning process and provide the assurance I need for important decisions. I can’t thank the team enough for all the hard work and creating a easy and proactive relationship.

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  Don Neureuther
  5

  I have been working with Vantage Financial Partners for a number of years and couldn't be more appreciative of their professional approach to managing my portfolio. I have worked with a number of advisors over the years, and this is the first time that I actually understand the investment strategy, what I am paying in fees, the level of risk I am assuming, and my quarterly and annual returns. I am far from their largest client, but Andy Meyer spends a great deal of time with me, and has really educated me on the nuances of investing. Vantage has great people, has generated great returns for me, and I believe they value me as a client. Don Neureuther, Portland, Oregon

• K

  Kris Baumann
  5

  I met Jesse more than 10 years ago. He and the Vantage Financial Team have been awesome to work with. I thought I had a descent knowledge of investments based on my past work experience, but could not have done what they have done for me and my family without their genuine interest in successfully reaching my goals. They have worked with us to set, adjust, stretch, set again and reach our goals! Jesse, you rock!!

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  Brian Kersten
  5

  I have been so impressed with Vantage Financial. Their staff is professional and knowledgeable, and always so friendly. I've been lucky enough to work alongside their team for some time now and have been impressed with the company's transparency and honesty. The events they put on for their clients are always phenomenal and you can tell they truly care about their clients success. I cannot recommend Vantage more highly.

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  Michael Reed
  5

  We were referred to Vantage by a family friend. We were advised of their professionalism and positive experiences from a few others. Andy has helped us start our retirement planning and resource allocation based upon our situation. He is helpful, honest, explanation, and friendly. My wife and I are very happy with Andy’s service and we look forward to working with Vantage over the years to come!

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  Jan Cutler Brown
  5

  Jesse has been the best financial partner we have ever had. He meets with us on a regular basis, even now during COVID, and us moving across the United States. The visits are virtual now, but it's just like sitting across the table from him. Jesse keeps us well informed with our investments. He helped to guide me into the transition of early retirement. Everyone at Vantage works together as great team. We cannot thank them enough for taking such great care of us, and putting our minds at ease that we're doing the right things with our money.