Vantage Financial Group, Inc.
Alex Levy is a seasoned financial advisor currently with Vantage Financial Group, Inc. since November 2020, specializing in asset management, risk management, cash flow planning, retirement planning, and business succession planning, particularly for medical professionals and business owners. Previously, Alex held various roles including Financial Advisor at Wilcox Financial/Sports Management, conducting detailed financial education and planning, and Securities Analyst, performing in-depth research on investment securities. Earlier experience includes positions at Fifth Third Bank and Fifth Third Securities focusing on client relations and account management, as well as an Insurance Agent role at MassMutual Financial Group. Alex holds a Bachelor’s Degree in Finance from Kent State University, earned in 2013.
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Vantage Financial Group, Inc.
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