What are the opening hours?

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

Vantage Point Financial, LLC

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

10/23/2026

Scenes from National 2026⭐️

What a week for VPF! Thank you so much to Commonwealth Financial Network for hosting another enriching national conference, we always enjoy the opportunity to spend time with our Commonwealth community💚💜

Special shoutout to Ashley, who was chosen to be the moderator for this years key note speaker Jason Sudeikis

We are so proud of our CEO!

10/13/2026

October is Breast Cancer Awareness Month🎀

Last week our CEO Ashley Ott spent time supporting women battling breast cancer during the Washington Commanders Hope Packing Kit Event.

Ashley helped assemble comfort boxes for women undergoing treatment💗

We are always so grateful for opportunities like this, to spend time giving back to our communities and supporting others in any way that we can.

10/05/2026

Happy Fall🧡💛

Thank you so much to all of our wonderful clients who joined us for our annual Apple Picking Event at Lookout Farm!

We had the best day celebrating New England Fall with everyone, we hope to see you again next year🍎

09/24/2026

Next up for our Summer Recap is Peter Gagne our Financial Planner🌞

Peter spent this summer attending friends weddings with his girlfriend Ellie, and enjoying time on the Cape and Nantucket!

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!

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

Alerts

Be the first to know and let us send you an email when Vantage Point Financial, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Vantage Point Financial, LLC: