Carl M. Ferrazza purchases the money management practice of John Bogert, CPA. of Mentor, Ohio
Vantage Financial Group and Carl Ferrazza, Principal, are pleased to announce the acquisition of the money management practice of John Bogert, CPA. The one-man firm is based in Mentor, Ohio and includes 100 households. Mr. Bogert has retired from the area and worked with Mr. Ferrazza on the organized transfer of the practice. Many joint client meetings were held throughout August 2007 to discuss the change, and both advisors report excellent response from the clients.
Mr. Ferrazza joined Vantage Financial Group in 1992 and is supported by a team of three assistants. He focuses on several areas, including financial planning, group health insurance, estate planning, life Insurance protection, and retirement planning for companies and individuals. Mr. Ferrazza and Vantage Financial Group will be maintaining the office in Mentor to support this new group of clients.