Investment Advisor: Vantage Point Advisors
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Company: Vantage Point Advisors
Contact: Karen B. McIntyre, CFP
1029 N. Bethlehem Pike
Lower Gwynedd, Pennsylvania, 19002
Phone: (215) 643-5600
Fax:
(215) 643-5601
Website: http://www.vantagepointadvisors.com
Fee only comprehensive financial planning and investment advisory firm provides advanced solutions to affluent families, executives, and small business owners, and those newly single due to death or divorce. Our clients may be in the process of accumulati
Serves Counties: Bucks (PA), Chester (PA), Delaware (PA), Montgomery (PA)
Licensed to sell Insurance Products:No
Licensed to sell securities:No
Financial Advisor Experience: 15-20 Years
Designations: CFP
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Commodities
Mutual Funds
Options & Futures
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $1,000,000
License Type:
Insurance Type:
Disclosure:
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