Vantage Financial Group, Inc.
George Smith is a seasoned financial professional with extensive experience in financial, investment, and insurance planning. As a Principal and Financial Advisor at Vantage Financial Group since October 1993, George Smith specializes in retirement income planning, debt management, and estate planning. Prior to this role, George Smith served as a Branch/District Manager at Ameritrust from November 1983 to October 1993, overseeing multiple branch locations and managing lending, deposits, operations, and human resources. George Smith holds an MBA in Business Administration from the Weatherhead School of Management at Case Western Reserve University and a Bachelor of Arts in Business Administration from Heidelberg University.
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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