ONEIDA | Vantage Point Financial Planning, a private wealth advisory practice with Ameriprise Financial, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business. Vantage Point Financial Planning was chosen based on assets under management, industry experience, compliance record and best practices in their practice, and approach to working with clients. Vantage Point Financial Planning is led by Private Wealth Advisor Phillip B. Jones, Financial Advisor Justin Wilson, and Financial Advisor Chad Clark. Vantage Point Financial Planning provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients.

Source: Forbes March 02, 2024 12:43 UTC