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Our Qualifications

Vantage Point Financial Services group believes in a team-based approach to financial planning. Vantage Point has developed a team of highly skilled professionals with the right blend of experience in research and planning skills to meet the diverse needs of our clients. The Vantage Point team is comprised of individuals with a wide variety of expertise, including:

Certified Financial Planner ®
Accredited Investment Fiduciary ®

Vantage Point Financial Services ....a new perspective.

Vantage Point Bank & Financial Services is independent of QCC and QAM.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in the state if the representatives and the BD or IA they represent (a) satisfy the qualifications requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. States approved in: AZ,CA,CT,DE,FL,IL,IN,MD,NC,NJ,NV,NY,PA,VA

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor. Investment Products are not deposits of Vantage Point Bank, not FDIC insured; not insured by any federal government agency; not guaranteed by the bank; and may go down in value.