In a quiet week for the #FinancialMarkets, CIO Gene Goldman, CFA turns his focus to Core PCE, the #Fed’s preferred measure of inflation. Join him on #TheWeekAhead as he discusses why the Fed prefers this measure, why it could be lower than expected and what that may mean for rate cuts this year. https://lnkd.in/gKFKEt_B
About us
ABOUT US Vantage Financial Group, Inc. is a team of diversified financial professionals who furnish comprehensive financial, insurance, estate, and tax strategies for businesses, professionals and key executives. We offer a wide selection of financial service providers which affords our team of associates the independence and flexibility to meet your total planning needs. OUR HISTORY & STRUCTURE Szeretvai & Associates, an insurance and investment counseling firm, was founded in 1969 by George Szeretvai. Our name and corporate structures changed in 1985 to reflect our broader focus as a single-source financial services company. This remains our focus today. Vantage Financial Group, Inc. is similar in structure to a law or accounting firm, offering diverse expertise to our clients. We realize that no two businesses or individuals are the same. We work hard to develop planning and benefit programs that will work well in the unique situation each client presents. SINGLE-SOURCE FINANCIAL SERVICES Each member of the Vantage Financial Group, Inc. team of associates commands a specialized field of knowledge, and is available to advice on individual or business needs. This approach adds multidisciplinary views and objectivity to the planning services we provide. We offer two valued commodities in the financial services field - stability and continuity. Disclosure: Security and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services also offered through Vantage Financial Group, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Branch Address 6200 Rockside Road, Cleveland, OH 44131 Phone 216.642.7878
- Website
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http://www.vanfin.com
External link for Vantage Financial Group, Inc.
- Industry
- Investment Management
- Company size
- 51-200 employees
- Type
- Privately Held
- Founded
- 1969
- Specialties
- A Single-Source Financial Services Company: Financial Planning, Investment Planning, Insurance & Estate Planning, Litigation Settlement Support, Group Insurance Brokerage/Consulting, Flexible Benefit Programs, Retirement Plans, and and Executive Benefits
Locations
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Primary
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Cleveland, us
Employees at Vantage Financial Group, Inc.
Updates
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Congratulations to Awatef Assad & Vantage's own Kemper Arnold who were recognized this afternoon as Alumni of the Year at the annual CSU Law Alumni Association Recognition Luncheon!! Both are so deserving of this distinct honor. Kemper has been with Vantage for nearly 40 years and we couldn't be prouder to have him on our team!! Congratulations!!
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The #FinancialMarkets are firmly focused on the #Fed’s next move – and whether it will cut rates. Join CIO Gene Goldman, CFA on this week’s episode of #TheWeekAhead as he discusses the one important fact that will come from Wednesday’s release of the FOMC minutes from the Fed’s May 1 meeting. https://lnkd.in/gKFKEt_B
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Read the May issue of Financial Watch here: https://lnkd.in/gJDse4CD
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Read the latest issue of Retire Wise here: https://lnkd.in/gAhGcZy5
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This Wednesday, we’ll see the Consumer Price Index (CPI), the most closely watched economic indicator. Join CIO Gene Goldman, CFA on this week’s episode of #TheWeekAhead as he discusses why this report is so important and what he expects to get from it. https://lnkd.in/gKFKEt_B
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With U.S. stocks performing well, investors sometimes forget the power of diversification. Join CIO Gene Goldman, CFA on this week’s episode of #TheWeekAhead as he discusses the benefits of adding international equity exposure to your portfolio. https://lnkd.in/gKFKEt_B
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This Monthly Recap summarizes market performance, major events and news from April 2024. Read more here: https://lnkd.in/gVcV5XU5
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During a busy week for #FinancialData, CIO Gene Goldman, CFA will be focused on Friday’s payroll report. Join him on this week’s episode of #TheWeekAhead as he explains why he expects this report to show slowing metrics – and what that could mean for rate cuts this year. https://lnkd.in/gKFKEt_B
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While high valuations and increasing risks have pressured equities this month, CIO Gene Goldman, CFA believes we’ll see a benign Core PCED report Friday. Join him on this week’s episode of #TheWeekAhead as he explains why that may shift investor sentiment. https://lnkd.in/gKFKEt_B
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