Category: Vintage News

Congratulations to Michelle!

Congratulations to Michelle Schrag who joined Vintage last year as a Client Service Specialist. She has earned the Financial Paraplanner Qualified Professional designation (FPQP®) offered

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Why Real Estate?

Since Vintage was founded in 1985, we’ve always allocated some of our client’s funds to real estate investments. The allocations have changed based on our

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Best Workplace Award

We’re excited to be named one of the Best Places to Work for Financial Advisers by Investment News magazine. Their annual ranking recently came out

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Scary Stuff

I’m scared.  You’ve probably heard about this coronavirus that’s going around.  I don’t want to get it.  I work hard every day to eat well

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Vintage Wins Big Award!

We’re excited to announce that Vintage has won another big national award. Frank Moore and Jack McCloskey were in Chicago to receive the award at

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Congrats to Michael Stros

Congratulations to Michael Stros for passing the Certified Financial Planner certification exam.  To become a CERTIFIED FINANCIAL PLANNER Professional™ a candidate must complete the education

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Vintage One of Just Five

Vintage was again named to the Financial Time’s FT 300 list, a national ranking of the country’s top Registered Investment Advisory firms. The average firm

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Top Ranked by Forbes Again

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.  Forbes did

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