About Vineyard Financial
Reviews for Vineyard Financial
Write a reviewHours
Monday: 8AM - 4:30PM
Tuesday: 8AM - 4:30PM
Wednesday: 8AM - 4:30PM
Thursday: 8AM - 4:30PM
Friday: 8AM - 4:30PM
Saturday: ClosedSunday: Closed
Vineyard Financial is a trusted business that provides personalized and professional financial advice. Their team, including Brad and Jakub, cares deeply about their clients and makes them feel valued and at ease. Clients appreciate the customized support and clear explanations, which help them understand their financial options and plans. The team has assisted clients with various needs, from planning for retirement and estate management to addressing concerns about financial security after medical retirement. Many clients have experienced significant savings and peace of mind through their guidance. The staff always prioritizes client concerns and treats everyone with the same level of care, regardless of the size of their account. Overall, Vineyard Financial is known for its attentive, caring approach and its ability to provide helpful, personalized financial support over many years.
3 years ago we sought your services to advise us on planning for our financial security in retirement. Since that time we have had several meetings with you and your wonderful team, which have served a number of purposes including our retirement expectations and longer term estate planning. This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led us significant savings. You always explain everything thoroughly and we never feel uncomfortable asking questions or expressing an opinion. I highly recommend...read full review
Brad and his team are wonderful. On every occasion they have always made our concerns their priority. In 2013, we had to take a medical retirement and were very anxious about how we would survive, financially. He assured us that we would be okay and mapped out a logical strategy that would keep us comfortable. Over the course of this tenure, we have amassed a bigger pot and, truly, are at the point of enjoying our retirement. We are not his biggest client, by any stretch, but he treats us like we are. We couldn't be happier!