Vantage Point Financial, LLC
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Independent wealth management firm with emphasis on guiding you to make the right financial decisions
05/29/2026
Thank you to everyone who attended our “Estate Planning Essentials” event in partnership with Bill Brooks, Estate Attorney at Scafidi Law in Waltham ⭐️
Bill ran an extremely informative seminar on everything from being an executor, to being a trustee, to better understanding your own estate plan. Huge thank you to Bill and Scafidi Law for hosting us!
We hope you enjoyed this event, to get in touch with Bill, please reach out to anyone on our Vantage Point Financial team or visit Scafidilaw.com
05/01/2026
May is Military Appreciation Month ❤️💙
We’re proud to share that on July 25, 2026, the Vantage Point Financial team will be participating in the Annual Run to Home Base, for the 4th time in a row!
As we begin our fundraising efforts, we’re honored to support such an impactful foundation for veterans, active service members, and their families.
Learn more about this incredible event: https://runtohomebase.org/RTHB2026
Click here to claim your Sponsored Listing.
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Contact the business
Address
175 Highland Avenue, Suite 304
Needham, MA
02494
Opening Hours
| Monday | 10am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 4pm |
