Investment News has recognized JackMcCloskey, our COO, as a 2022 40 Under 40 honoree. Jack was chosenfrom a pool of more than 600 nominees by a panel
As the year comes to a close, do you know how your investments fared for the year? Will you know your net investment return? Do
The investment industry has long recommended that investors build a balanced portfolio of stocks and bonds for their retirement nest egg. A typical portfolio may
We’re pleased to announce that Michael Stros, CFP® has met the CFP Board’s rigorous educational, experience, examination, and ethical requirements, and has been authorized to
The idea of getting a large inheritance sounds great but the reality of sudden wealth can be very stressful. In fact, some people are often
We are happy to announce that Nathan Zolynsky has joined the team at Vintage as a Financial Planner. He is a recent graduate of Central
Are you looking for warmer weather and lower taxes? Michiganders have often headed to Florida in the winter and some move there permanently in their
Frank Moore, our founder and Chief Investment Officer, was again named to the prestigious Barron’s Top 1,200 Financial Advisors ranking for 2021. This marks the
Frank Moore, our founder and Chief Investment Officer, was recently named by another national publication as one of the top financial advisors in the country.
We’re excited about the strengthening of our tax team over the past couple years. This year we upgraded our tax software to a more efficient
Vintage Financial Services is a tradename. All services provided by Vintage Financial Services investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Vintage Financial Services.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.
