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Vintage Financial Partners
- Investment Service
- Rockville, MD
About this business
Location details
5870 Hubbard Drive, 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 |
Appreciate that Jason and Jordan always take their time when meeting with us to review our portfolio. We never feel rushed and they seem genuinely interested in our lives and future. They tailor our risk/reward profile to meet our needs. We actually look forward to our meetings.
Vintage Financial has been great! They have responded quickly when needed and are always there for questions. They support me financially while taking into consideration my short term and long-term needs. Truly wonderful
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
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.
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
Frequently asked questions about Vintage Financial Partners
How is Vintage Financial Partners rated?
Vintage Financial Partners has a 5 star rating with 27 reviews.
When is Vintage Financial Partners open?
Vintage Financial Partners is closed now. It will open on Monday at 8:00 a.m.