Vintage Financial Partners's cover image

This profile has been claimed by the business owner or representative.

Vintage Financial Partners

  • Investment Service
  • Rockville, MD
Get directions

About this business

FinanceFinancial ServicesInvestment Service

We understand the challenges families face today. At Vintage Financial Partners, our mission is to get to know and understand your needs, wants, and long-term goals. From managing debt to saving for retirement, these personal financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on developing lastin... read more

Location details

600 Jefferson Plaza, Suite 316, Rockville, MD, 20852, United States

Get directions
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
5.015 reviews
Megan Shepherd's profile image
Megan Shepherd 
a year ago

Brian helped me with a time sensitive legal and financial matter. He not only gave me sound expert advice with an immediate turnaround, he was there for me and guided me through an overwhelming situation at a time where I thought I had no where to turn. I knew I could trust not only his expertise, but his sensitivity to the matter. I highly recommend Brian for his knowledge, professionalism and compassion, but also for his profound trustworthiness. Brian is a great individual. 

Jeff Coursen's profile image
Jeff Coursen 
2 years ago

Brian has been advising me for years. The level of real-world professionalism from Brian, and the trust I have in him and the team at Vintage is, in my experience, unmatched in the financial services advisory business. I would direct any of my friends or family to Brian, and Vintage, for efficient and expert advice on almost all things. 

francis priznar's profile image
francis priznar 
2 years ago

Wow! My son and I just finished a telecon with Jordan at Vintage Financial Partners. We got more done in ten minutes of talking and email than we ever expected. Even though our account is not super large, we felt like real customers. Yes- recommend for responsiveness and confidence inspiring professional handling. Thanks! 

Shaun Simons's profile image
Shaun Simons 
4 years ago

Vintage Financial Partners has been the most responsive, informative and helpful adviser i have come across. They know the business, give you information honestly and they have been great to work with. I would recommend them to anyone who needs Certified Financial Services, so they could be helped as much me and my family. 

Jason Horsley's profile image
Jason Horsley 
4 years ago

I have been using Vintage Financial Partners for a few years now and couldn't be more pleased. Very Professional, very knowledgeable, and client oriented. They have been excellent at explaining the intricacies of investing and figuring out what works best for me! 

View all google reviews

Frequently asked questions about Vintage Financial Partners

How is Vintage Financial Partners rated?

Vintage Financial Partners has a 5 star rating with 15 reviews. 

When is Vintage Financial Partners open?

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