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Vintage Financial Partners
- Investment Service
- Rockville, MD
About this business
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| 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 |
This afternoon I made a cold call using a Google search to Vintage Financial Partners in Rockville, MD. I had spent tens of hours over at least two weeks navigating phone trees and searching the internet trying to get an answer to my question regarding customary fees trustees of a trust would charge to settle an estate with a value somthing over $1.3 million. It involved clearing the home of the deceased who had established the trust, repairing and preparing the house for sale, selling the house and distributing the procee... read more
The admin side responded to my request quickly and answered the questions I had about the service without hesitation, they were upfront about the pricing and let me take my time making a decision. I had a lot of questions, and Brian was patient and happy to listen to all my questions and answer each of them with as much detail as possible. I didn’t feel rushed or that my questions and concerns were irrelevant to them. I feel confident that we’re on the same page about my financial goals and I am looking forward to making the... read more
You're in good hands with Andrew Seested of Vintage Financial Partners. Delightful, knowledgeable, and truly a trusted advisor, I highly recommend him *****
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.
Great people working here, lots of bright minds and always helpful.
Frequently asked questions about Vintage Financial Partners
How is Vintage Financial Partners rated?
Vintage Financial Partners has a 5 star rating with 23 reviews.
When is Vintage Financial Partners open?
Vintage Financial Partners is closed now. It will open on Monday at 8:00 a.m.