Vantage Point Financial, LLC

Vantage Point Financial, LLC Independent wealth management firm with emphasis on guiding you to make the right financial decisions

Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Vantage Point Financial, LLC, 175 Highland Avenue, Suite 304 Needham, MA 02494, (617) 208-8679. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are p

roperly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Happy Pride Month!Vantage Point Financial is proud to support the LGBTQ+ community in building secure, prosperous financ...
06/01/2026

Happy Pride Month!

Vantage Point Financial is proud to support the LGBTQ+ community in building secure, prosperous financial futures, not just in June, but every day of the year💜💚

Thank you to everyone who attended our “Estate Planning Essentials” event in partnership with Bill Brooks, Estate Attorn...
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

Wishing you a meaningful Memorial Day from the Vantage Point Financial team, as we remember and honor those who made the...
05/25/2026

Wishing you a meaningful Memorial Day from the Vantage Point Financial team, as we remember and honor those who made the ultimate sacrifice for our freedom.

We were honored to attend the "Celebrating Success" gala hosted by 💜💛We’re grateful to support an organization making s...
05/15/2026

We were honored to attend the "Celebrating Success" gala hosted by 💜💛

We’re grateful to support an organization making such a meaningful impact on the lives of individuals and families in our community. Thank you for an inspiring night dedicated to hope, strength, and empowerment.

To learn more about The Second Step, or Donate visit; https://thesecondstep.org/

May is Military Appreciation Month ❤️💙We’re proud to share that on July 25, 2026, the Vantage Point Financial team will ...
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

At Vantage Point Financial, our role goes beyond numbers, plans, and portfolios. We’re here to listen, guide, and suppor...
04/24/2026

At Vantage Point Financial, our role goes beyond numbers, plans, and portfolios. We’re here to listen, guide, and support you through every stage of life, because your goals, your concerns, and your story truly matter to us.

You’re more than a client, you’re part of our community ⭐

Happy Marathon Monday and congratulations to all of the amazing runners who participated in this year’s Boston Marathon!...
04/20/2026

Happy Marathon Monday and congratulations to all of the amazing runners who participated in this year’s Boston Marathon!

Enjoy some throw back photos :) and some of our VPF team watching from the route today!

So much love for Boston💛💙💛💙

At Vantage Point Financial, we’re here to support you every step of the way through changing market conditions with thou...
03/27/2026

At Vantage Point Financial, we’re here to support you every step of the way through changing market conditions with thoughtful strategies and a long-term perspective.

While volatility can bring anxiety and uncertainty, having a clear plan can make all the difference.

We’re here to help you navigate what’s next with confidence.

Thank you so much to our wonderful clients for joining us last week at Bianca in Chestnut Hill for our annual women, win...
03/23/2026

Thank you so much to our wonderful clients for joining us last week at Bianca in Chestnut Hill for our annual women, wine, and wealth event ✨

A special thank you to our speakers;

Shereen Berlin from Jane Does Well, a local non-profit that empowers women and single mothers navigating life’s most devestating challenges. Shereen is also a leading real estate figure in the state of MA.

Laura Nardone, vice president and regional coordinator for the Eastern MA region of Prudential Global Investment Management.

We were grateful to have two amazing women join us, and educate us on such important matters in today’s world.

We hope you enjoyed the company, conversations, and Cabernet 💛

To support Jane Does Well further, please visit their website: www.janedoeswell.org

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

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