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Patrick Modjeski Email
VP Sales, Business Development & Firm Level Recruiting . VantagePointe Financial Group
Grand Rapids, MI
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Employees:
97Revenue:
$20.4MAbout
Financial Analysis: VantagePointe's thorough financial analysis encourages individuals, couples, families and business to share their goals and aspirations. This allows our Associates to provide a financial "blueprint" identifying the financial disciplines each client will wish to maintain in order to build their foundation towards financial success. Unique Capabilities Team: At VantagePointe, we offer unappreciated access to the experienced professionals comprising out Unique Capabilities Team. This includes systematic processes for comprehensive financial strategies, case design, and support for the products and services we provide. Life Long Relationships: Our focus is on building life-long relationships with our clients while becoming a valuable resources to families and businesses as their needs change through the years. Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. Registered Branch Number: 616-534-9623. Please visit our website for additional disclosures: http://www.vpfgroup.com Specialties: Wealth Management*, Charitable Planning, Financial Planning*, Estate Planning Strategies, Business Succession Planning, Insurance and Risk Management, Business Planning, Employee Benefits, and Retirement PlanningVantagePointe Financial Group Address
3333 Evergreen Dr NEGrand Rapids, MI