Vantage Financial Group Plan Services Inc

Vantage Financial Group Plan Services Inc

  • 6200 Rockside Road Suite 100
  • Independence, Ohio
  • 44131
  • Phone: (216) 642-7878
  • Fax: (216) 642-4862
  • Website

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Description

We specialize in providing professional and personalized services to meet the unique needs of our clients. Our quality approach and focus on client satisfaction has made us an innovative provider of retirement plan services. We achieve high levels of client satisfaction by providing our clients with quality service, and our primary goal is to create long-term relationships with each client.

The AMA Insurance Agency, Inc., established in 1988, is a wholly owned subsidiary of the American Medical Association. AMAIA is one of the largest association-owned agencies in the United States and is dedicated to meeting the insurance needs of physicians, medical students, and their families.

Our expertise in the retirement plan field, combined with our dedication to providing a high level of personalized services, allows us to provide our customized retirement plan program in a cost-effective manner.

We provide complete Producer independence by allowing the Producer to build equity by owning the book of business.

Founded in 1998, Millenium Brokerage Group is a leading provider of planning, insurance, and financial services solutions. Millenium has operations with offices delivering advanced underwriting and planning services through advisors, banks, broker dealers, financial professionals, and family offices nationwide.

Fact sheet

Number of employees
50-69

Company contacts

  • George Szetavaai
  • Owner

Products & services

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