VantagePointe Financial Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · Michigan, United States · 51-200 Employees
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Overview
Headquarters
3333 Evergreen Dr NE Ste 200, Grand Rapi...Phone Number
(616) 534-9623Website
www.vpfgroup.comRevenue
$103 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
2
2
1
2
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2
About VantagePointe Financial Group
VantagePointe Financial Group, a member of John Hancock Financial Network, has been helping individuals, families and businesses work towards their financial goals for over 30 years. The company's firm has a team of 60+ experienced professionals who are licensed and trained to help clients achieve their financial goals. Headquartered in Grand Rapids, Michigan, VantagePointe has additional offices in Kent City, Holland, Okemos, Marshall, Muskegon, Southfield and Saginaw.Explore more
VantagePointe Financial Group Org Chart
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Activity Insights
VantagePointe Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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VantagePointe Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about VantagePointe Financial Group.
VantagePointe Financial Group financials insights
Gather financial insights about VantagePointe Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
VantagePointe Financial Group Tech Stack
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Most Recent Scoops
Project
, according to a front-line source in financial planning, is planning to leverage AI-driven document drafting over the next three to six months.
Financial Planning, Artificial Intelligence, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, has completed initiatives related to financial data compliance within the last twelve months.
Data Management, Data Science, Financial Planning, Compliance, Finance, Financial Strategy
Pain Point
, according to a front-line source in financial planning, is experiencing challenges related to financial reporting.
Pain Point, Accounting, Financial Planning, Financial Reporting, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, has completed initiatives related to customer relationship management (CRM) within the last twelve months.
CRM, Financial Planning, Finance, Financial Strategy
Project
Automation, Financial Planning, Artificial Intelligence, Finance, Financial Strategy
VantagePointe Financial Group News & Media
Lakeman Financial Launches the Lakeman Financial Foundation
Lakeman Financial recently announced that it has launched a donor-advised fund with Fidelity Charitable’s Giving Account. Fidelity Charitable is 501(c)(3) public charity. [PR.com]Dave Ramsey Organization Announces Asa Lakeman, CFP®, CFS of Lakeman Financial as a Smartvestor Pro
Outstanding client service, ethics, and professionalism have enabled Asa Lakeman CFP®, CFS Financial Advisor and President of Lakeman Financial, to achieve a position as a SmartVestor Pro by the Dave Ramsey organization. To attain the SmartVestor Pro status, financial professionals must agree to a code of conduct, provide a high level of investing guidance and have the heart of a teacher, not the attitude of a [PR.com]Veteran of VantagePointe Financial Group launches Lakeman Financial
Asa J Lakeman, CFP®, CFS is pleased to announce the formation of Lakeman Financial. GRAND RAPIDS, MI, USA, March 2, 2020 /EINPresswire.com/ -- Asa J Lakeman, CFP®, CFS is pleased to announce the formation of Lakeman Financial. Asa brings with him nearly …
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Frequently Asked Questions Regarding VantagePointe Financial Group
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VantagePointe Financial Group, a member of John Hancock Financial Network, has been helping individuals, families and businesses work towards their financial goals for over 30 years. The company's firm has a team of 60+ experienced professionals who are licensed and trained to help clients achieve their financial goals. Headquartered in Grand Rapid... Read More
