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Vantage Point Wealth Management
- Financial Services
- Plymouth, MN
About this business
Vantage Point Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided among the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also ... read more
Location details
505 North Hwy 169, Suite 260, Plymouth, MN, 55441, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
If you are considering investing with Vantage Point Wealth Management, I encourage you to read this entire review. I met Joe McCrae a number of years ago when I was his neighbor. I had just started to earn a substantial income from my business, but I was a complete novice at investing. Joe seemed trustworthy and knowledgeable so I hired him on as my investment broker. While some of the money was invested in standard mutual funds, a healthy portion of the money, especially in my IRA account, was put into closed end REIT fund... read more
MISMANAGED IRA ACCOUNT! Avoid at ALL costs! Parents and the my family, removed 100% of investments after Mark Neubauer failed to respond. Luckily we only tested Mark and his Vantage Point Wealth Management Team using $5800. Vantage Point lost $900 of our funds in 1 year and the account was then pulled from being managed without us being notified. Apparently the IRA dropped below $5-k and to Vantage Point/E-Trade, did not warrant management in their eyes. WOW! Imagine what would have happened if you had thousands inves... read more
Great people very knowledgeable
Frequently asked questions about Vantage Point Wealth Management
How is Vantage Point Wealth Management rated?
Vantage Point Wealth Management has a 5 star rating with 1 review.
When is Vantage Point Wealth Management open?
Vantage Point Wealth Management is open now. It will close at 5:00 p.m.