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Robert Hamshare
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Work Experience
Ifa Director
May 2002 - Present · 22 years and 7 months
Company Details
Vintage Financial is an SEC Registered Investment Advisor offering fee only investment management, financial planning and tax preparation services to clients throughout the U.S. The firm was founded in 1985 and today oversees over $650 million in assets. The firm's clients are primarily established individuals seeking an unbiased, pro-active approach to a secure retirement. In short, we're advisors, not salespeople. And our success depends solely on the success and growth of our clients' portfolios. Learn more about choosing a financial advisor in our video below and for much more, please visit our website.
Year Founded
1985
Social Media
LinkedinFacebook
Industry
Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance
HQ Location
2373 Oak Valley Dr Suite 110 Ann Arbor, Michigan 48103, US
Keywords
Investment ManagementRetirement PlanningFinancial Planningand Income Tax Preparationwealth managementtax servicessecurity strategiesplanning and preparationplanning and investmentinsurance and tax
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