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
With all of the chaos this year, one area where many Americans may feel pretty good is their finances. If you’ve been able to keep
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
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
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
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
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
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
So how rich are you compared to others? There are different ways to look at this and different sources of financial information that are collected.
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
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.
