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Vintage Financial Group

4.9
  • Investment Service
  • Omaha, NE

About this business

FinanceFinancial ServicesInvestingInvestment Service

At Vintage Financial Group, we start with our client's values and vision coupled with strategies to deliver a tailored solution. Our systematic process combines your values, vision, and strategy to make wise decisions and work toward measurable results. We begin by understanding your goals and priorities, gathering all the relevant facts, and analyzing your financial situation. Based on our comprehensive assessment, we develop personalized recommendations and guide you through the implementation of the chosen strategy. Our ... read more

Location details

14217 Dayton Cir Ste 3, Suite 3, Omaha, NE, 68137, United States

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WeekdayScheduleStatus
Mon08:00 a.m. to 5:30 p.m.
Tue08:00 a.m. to 5:30 p.m.
Wed08:00 a.m. to 5:30 p.m.
Thu08:00 a.m. to 5:30 p.m.
Fri08:00 a.m. to 5:30 p.m.
SatClosed
SunClosed
4.912 reviews
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Nicole Weideman's profile image
Nicole Weideman 
3 months ago

I had previously posted a second review of this company after they again, made errors in another transaction a couple years later. All done by the same person , Reanna, that did it before. Somehow, it’s been deleted. When I called to get it remedied, she no longer worked there as of the day before. So I google her and find out she had previously been arrested for prostitution and remained employed by this company. Needless to say, I have a new financial company. They are also making me more than vintage and in the 3-4 years ... read more

Hannah Coleman's profile image
Hannah Coleman 
6 years ago

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 ma... read more

Brandon Taylor's profile image
Brandon Taylor 
6 years ago

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 a... read more

Melissa Beagley's profile image
Melissa Beagley 
6 years ago

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 ... read more

Allyson Genereux's profile image
Allyson Genereux 
6 years ago

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 ... read more

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Frequently asked questions about Vintage Financial Group

How is Vintage Financial Group rated?

Vintage Financial Group has a 4.9 star rating with 12 reviews. 

When is Vintage Financial Group open?

Vintage Financial Group is closed now. It will open on Monday at 8:00 a.m.