What are the opening hours?

Monday 10am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 4pm

Vantage Point Financial, LLC

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United States
Needham, MA
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.

09/02/2026

Next up is our Client Services Admin Brooklyn Lamb🌞

This summer Brooklyn took a trip to Belgium to watch her mom play for Team USA in the Field Hockey Masters World Cup!

08/25/2026

We’re celebrating the season by sharing a few of our team’s favorite summer moments 🌞

First up, our Director of Operations Taryn Rich and her family spent time in Jackson Hole, Wyoming visiting family members, and bison! ⭐️

07/29/2026

What a day! ❤️💙

Thank you so much to Home Base for hosting another inspiring event, and thank you to our friends and family for donating to this amazing cause and supporting an organization that does so much for veterans, current service members, and their families.

If you are interested in learning more about Run to Homebase you can visit the home base Instagram page tagged, and click the link in bio.

07/04/2026

Happy 4th from the VPF team!!❤️💙

06/25/2026

Please join us in welcoming our Summer Intern, Austin Guillory, to the Vantage Point Financial team⭐

A New Orleans native, Harvard University Economics student, and Varsity Football athlete, Austin brings a strong work ethic, analytical mindset, and passion for helping others. We're excited to have him on board this summer and look forward to the contributions he'll make to our team and clients.

Welcome, Austin!

06/19/2026

Today we honor Juneteenth National Independence Day!

On this day we celebrate freedom and recognize the ongoing importance of equality, opportunity, and progress for all⭐

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💜💚

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

05/25/2026

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.

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/

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

Website

https://linktr.ee/VantagePointFinancial

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