Walnut Street Securities

Vantage Financial Group is a financial services company serving individuals and corporations since 1969 with a large footprint in Northern Ohio. Our financial advisors and associates are experienced investment, insurance, retirement plan services, and corporate benefits professionals with a service-first mindset.

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.

A financial plan will help you identify and create a path that will guide you to pursue your long-term financial goals. Your Vantage Financial Advisor will become a true partner while crafting a personalized and detailed financial plan that includes well defined objectives and strategy design. Your Advisor will monitor and manage your plan, consulting with you to suggest alterations as needed along the way, helping keep you on a successful financial path.Our experienced, professional management team, specialized support personnel, office facilities and extensive range of vendor relationships enable our advisors to offer the highest level of attention and service.

Everything we do at Vantage Financial Group is grounded in The Vantage Process, a systematic method designed to deliver a consistently high-level of service and advice to our clients. We first want to Get To Know You and develop the Client-Advisor relationship. During this stage we also gather important information about you and your family.