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Our History

Celebrating 50+ Years!

Celebrating 50+ Years!

Szeretvai and Associates, a unique insurance and investment-counseling firm was formed in 1969 by George Szeretvai. Renamed in 1986, “Vantage Financial Group” continues to reflect our broadened focus and the “vantage point” enjoyed by our independent Advisors.

Throughout our history, a strong commitment to independence has enabled Vantage Advisors to provide objective advice based exclusively on client needs and product recommendations based on suitability and market availability, without the influence of commitments to vendors.

Vantage continues to develop as a leading single-source financial services company by refining our unique infrastructure designed to provide first-class service and support to independent financial Advisors’ practice. Our experienced, professional management team, specialized support personnel, office facilities and extensive range of vendor relationships enable our Advisors to manage their own practice without the distractions of running a business.