Patrick and team have done a fantastic job explaining our financial and investing options. We ve worked with them for over 3 years and through several life events and I d confidently recommend Vintage Financial.
I have been associated with Vintage Financial Group for over eight years and have appreciated the time effort put into developing my financial plans. Brad, Pat, Melissa, and Tricia have always been available to answer questions I have and have helped me in more ways than I can mention. Knowing that I have a place to call to ask questions about my college savings and what to do when I get my first out of college job makes me feel like I am in great hands. I know I have a financial partner that will help me save and invest throughout my career. I have always felt like an important client at VFG even though I know I am far from their biggest client. They always have time for me and my questions.
When we got married 6 years ago, we were looking for a financial firm to help us with life insurance and planning for retirement, and we were lucky enough to be referred to Brad and team at Vintage Financial. Over the past 6 years, we have always experienced nothing but impeccable service from the Vintage team. Due to that experience, we recently rolled over our 401k accounts to Brad. We trust him and his team with our life savings and our financial future as we know they will always provide exceptional service and truly care about our finances.
Vintage Financial provides on point advice to you based on your financial goals. I first went to them as a college student 15 years ago. I stayed with them all these years because they have adapted their advice to fit my changing financial situation. Great financial advisors and great office staff!
I have been working with VFG for almost 5 years now and couldn t say anything but positive, kind words for this company! I love the family feel I receive when calling regarding my accounts. Melissa always makes sure my account is up to date and answers any questions I have. Brad treats you as if you re his own. I moved out of state and still kept my accounts with them! Awesome job Vintage FG, for treating me as a guest, not a customer.
I have had a relationship with Vintage Financial for the past four years now. Personally, I started working with them because of the relationship they had with my place of employment, Concentric, but they have always been incredibly helpful with any questions I have had in starting a 401K. They really took the time to explain to me what I was signing up for which was greatly appreciated since I was at the beginning stages in my career. They have also sat down and talked with me about any other questions I may have had and made sure I left feeling confident in whatever decision I made. I would recommend Vintage to anyone!
It s been over 6 years now working with Vintage Financial on our personal and business financial needs. We originally were referred by a friend based off their great experience with Vintage Financial. From our initial meeting with my wife and I, their team has always been very professional and knowledgeable. They really take the time to explain things in a way you can understand to help make the best financial decision for you and your family.
Based off the trust we built with them on a personal level, my business partner and I decided to have them help us out with our business strategies and financial needs. They did not disappoint. They have delivered and exceeded our expectations constantly over the years. Now several of our employee s trust Vintage with their financial needs also.
All this speaks to trust, consistent results, attention to detail and professionalism over the last 6 years. I highly recommend Vintage Financial Group if you are looking for a financial adviser.
I have been with this company for over 5 years. I'm not sure what is happening but they aren't what they once were. I would have given them 5 stars a couple years ago. I was use to thorough and correct transactions with Kristin and then Jill who were once with the company but some of the people they have now are not up to par. I called on Monday of Thanksgiving week to have a large sum of money transferred from my investment account to my checking to cover some home projects that I am paying for this week. They made the transaction a purchase! This resulted in an overdraft fee on my checking account. I spoke with the receptionist who after I told her my name and what happened said, "Are you a client here?" Really! Then I was transferred to someone though not told who and sat on hold until the receptionist came back said she would have to call me back as she was on the phone now trying to straighten it out. At least they were aware of the mistake. I explained I would be available from 12:30 to 1:30. I received a message from Reanna as she called before the time I would be available. When I called back, it took me talking to Brad to be assured my overdraft fee would be covered by Monday, after Thanksgiving. That was after I requested speaking with him as I had verified 5 times with ReAnna that I have no money left in my account and the pending transaction charge of over $2,000 had been charged plus the overdraft. If I wouldn't have caught it and transferred money from my savings to cover their mistake, the fees would have started racking up even more as I have a payment over $2,000 coming out tomorrow. (I tried stopping that payment but it's too late.) Now, I have to dive into my savings again to have everyday spending money for Thanksgiving dinner. Happy Holidays right! Furthermore, I'm still paying near $3,000 for something I never purchased as the Mutual Fund company has not reimbursed me for the 'purchase' that was never supposed to happen and I am now having to wait until after Thanksgiving to get the initial deposit. All in all, I'm out over $5,000 now until it is all cleared up. I was told by my bank, it could be weeks. However, the owner, Brad Burwell told me it would be in my account Monday, after the Thanksgiving weekend. I'm compelled at this point to shop around for a new financial firm. I feel financially violated and powerless in the process of recovery. The company has at times done well with investing my money for a good return but I'm eerie of people that don't tell the truth in the beginning, string you along for 10 days, and make such obvious mistakes. I know I can't stay with them.
Update: I still haven't receive the near $3,000 they took from me. I spoke with the Mutual fund company and they are telling me they hold on to it for 10 days. If Vintage Financial would have just been open and honest in the beginning, this story could have ended a bit differently or at least with less frustration.
vintagefinancialgroup.com
