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Vintage Financial Services, LLC is a Ann Arbor, MI-based company in the Financial Services sector.
Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.
Capital Tactics, based in the Cincinnati metro area, provides financial advisory services to industry, private equity firms, and entrepreneurs. Services include guidance in Mergers and Acquisitions, Capital Raising, Financial Management, and Technology Services. Capital Tactics was founded by Dino Lucarelli, CPA, a former public company Chief Financial Officer and industry veteran in corporate finance and management.
CertusBank, N.A. is a full-service, nationally chartered bank, with $1.8 billion in assets. Headquartered in Greenville, South Carolina, with secondary corporate offices in Atlanta, Georgia and Charlotte, North Carolina, the bank currently operates 31 retail branches in the Carolinas, Florida, and Georgia and offers access to over 50,000 surcharge free ATMs. CertusBank, N.A. is a subsidiary of CertusHoldings, Inc. (formerly Blue Ridge Holdings, Inc.) headquartered in Atlanta, Georgia and was created by former executives from Bank of America and Wachovia.
Candidly is an AI-driven student debt and savings optimization platform that addresses the full lifecycle of education expenses and empowers people to make simultaneous progress on paying down student debt and building wealth.