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. In 2007, we welcomed our new President and CEO, Martin Uhle. George Szeretvai remains our Chairman and is still active in his practice. Mr. Uhle joined Vantage Financial Group in 2005 as President, after having been a client at the firm since 1992.
Vantage Financial Group, Inc. is similar in structure to a law or accounting firm, which offers 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 which will meet each of our client's unique needs and situations. Our Philosophy
We believe in uncompromising loyalty to our clients, as well as close and personal service based on their total financial needs. Our goal is to assist each client in building a strong financial base over time. Because we are an independent company, we can keep pace with key market innovations and products that will bring added value and benefit to our clients. Our focus is to provide opportunities for financial advancement and long-term growth for all of our clients, as well as for any benefits, products, or services that we may provide. 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 advise 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.
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