Vantage Point Financial, LLC - Home

Welcome to Vantage Point Financial, LLC, located in Boston, MA.  We are a full-service independent financial firm that has been helping people establish and maintain their long-term financial goals since 2002.

We are interested in learning about you, your family, and your financial aspirations to ensure that we approach each client in the most appropriate way possible.

We are eager to help any clients who may feel confused by the many financial choices they face, those who don’t have the time to plan adequately on their own, those worried about retirement and whether they have prepared adequately, or those simply in need of a second opinion on important financial decisions.

If you are not acquainted with our firm, we hope this website provides you with valuable information about our investment philosophy, our integrity, and our dedication to each client. We hope you take time to learn about us and gain comfort in knowing we are here to help as soon as you reach out to us.

We appreciate your interest in us at Vantage Point Financial and sincerely look forward to working with you.

For our current clients, you’ll find links to access your account, make appointments with us, get up-to-date information about the markets, and view useful resources that can help empower us all to be more knowledgeable investors (the kind we all like!).

As always, for new and old relationships, we encourage you to contact us with any questions, concerns, or ideas you may have!

Most Recent Article

Estate Planning: It's for Everyone

View the article