We Live and Breathe Alternative Custody
At Vantage, our mission is to empower individuals to take control of their retirement investments by providing a suite of self-directed IRA solutions that cater to their unique financial goals and risk tolerance. We believe that everyone deserves the freedom to make informed investment decisions that align with their values and priorities.
Investment Choices
Our self-directed IRAs offer a wide range of investment options, including real estate, promissory notes, and private entities. We understand that every individual's financial journey is unique, and that's why we provide a personalized approach to investing. Our investors can diversify their portfolios by investing in alternative assets that may not be readily available through traditional investment channels.
Services
Our services are designed to make it easy for individuals to open and maintain their self-directed IRAs. Our skilled and knowledgeable team is dedicated to providing exceptional customer service, ensuring that our investors receive the support they need to achieve their financial goals.
Why Choose Vantage?
At Vantage, we pride ourselves on our commitment to excellence, integrity, and customer satisfaction. We believe that every individual deserves the right to make informed investment decisions that align with their financial goals and values. Our services are designed to empower individuals to take control of their retirement investments and create a more secure financial future.
Our Team
We are a team of dedicated professionals who are passionate about empowering individuals to achieve financial freedom. Our team is comprised of experts in the self-directed IRA industry, and we are committed to providing exceptional service and support to our investors.
Careers
At Vantage, we believe that our team members are the backbone of our organization. We offer a range of career opportunities for individuals who are passionate about helping others achieve their financial goals. Whether you're interested in client service, sales, or operations, we have a career path that's right for you.
Benefits
We offer a comprehensive benefits package that includes:
- Competitive salary and benefits, including medical, dental, and vision insurance
- 401(k) matching program
- Paid time off and holidays
- Professional development opportunities to help you grow your skills and career
Innovation
We are committed to innovation and staying at the forefront of the self-directed IRA industry. We invest heavily in technology and training to ensure that our investors receive the best service and support available.
Global Impact
At Vantage, we believe that our work extends beyond the financial industry. We are committed to making a positive impact in our local communities and around the world. We partner with organizations that share our values and are dedicated to creating a more sustainable and equitable world.
Excellent Service and Experience
Many reviewers praised Vantage Retirement Plans for their exceptional service, citing timely and knowledgeable responses from the staff, particularly Sarah P. and Amanda. They appreciated the personalized attention and thoroughness of the team in addressing their inquiries and concerns.
Professionalism and Responsiveness
Reviewers commended the company's professionalism, citing their quick response times, and staff who are knowledgeable, caring, and thorough in their interactions. Many appreciated the ability to speak directly with a representative, without encountering automated queries or robo-advisors.
Ease of Use and Investment Options
Several reviewers praised Vantage for allowing them to invest in real estate and for providing easy-to-use services. They appreciated the company's responsiveness to their financial needs and the best solutions offered for their investment inquiries.
Negative Experiences
However, some reviewers expressed dissatisfaction with their experiences, citing issues with fees, breach of financial confidentiality, and unresponsiveness to their inquiries.
Fees and Charges
A few reviewers took issue with the company's fees, including an annual fee and charges for depositing checks.
Breach of Confidentiality
One reviewer was upset about a mass email sent by the company, which disclosed the identities of all clients, leading to a breach of financial confidentiality.
Unresponsiveness
A couple of reviewers reported difficulty in getting a response from the company, despite multiple attempts to contact them.
Be the first to review Vantage Retirement Plans.
Write a Review
