VantagePointe Financial Group
Jill Vanderzel has over 30 years of experience in the investment industry, having held multiple roles as an Investment Representative across various financial institutions. Jill's career includes positions at Huntington National Bank, Edward Jones, Michigan Commerce Bank/Paragon Bank & Trust, Royal Securities, and currently at VantagePointe Financial Group since July 2017. In addition to expertise in investment representation, Jill has also served as a Branch Office Manager and Customer Service Representative, demonstrating a well-rounded skill set in both client relations and management.
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VantagePointe Financial Group
Financial Analysis: VantagePointe's thorough financial analysis encourages individuals, couples, families and business to share their goals and aspirations. This allows our Associates to provide a financial "blueprint" identifying the financial disciplines each client will wish to maintain in order to build their foundation towards financial success. Unique Capabilities Team: At VantagePointe, we offer unappreciated access to the experienced professionals comprising out Unique Capabilities Team. This includes systematic processes for comprehensive financial strategies, case design, and support for the products and services we provide. Life Long Relationships: Our focus is on building life-long relationships with our clients while becoming a valuable resources to families and businesses as their needs change through the years. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Registered Branch Number: 616-534-9623. 23192015—5/21 Please visit our website for additional disclosures: http://www.vpfgroup.com Specialties: Wealth Management*, Charitable Planning, Financial Planning*, Estate Planning Strategies, Business Succession Planning, Insurance and Risk Management, Business Planning, Employee Benefits, and Retirement Planning