This profile has been claimed by the business owner or representative.
Vineyard Financial
- Financial Services
- Evansville, IN
About this business
Financial Planning
Location details
20 NW 3rd St Suite 300, Suite 300, Evansville, IN, 47708, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:30 p.m. | |
| Tue | 8:00 a.m. to 4:30 p.m. | |
| Wed | 8:00 a.m. to 4:30 p.m. | |
| Thu | 8:00 a.m. to 4:30 p.m. | |
| Fri | 8:00 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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 ha... read more
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 sign... read more
Brad, Jakub and the rest of the team are wonderful to work with! They truly care about their clients! I’m feeling right at home with them!
Processional , meaningful informative, experienced and with practical plans.
Good meeting. Brad makes sure we understand what's going on with our accounts.
Frequently asked questions about Vineyard Financial
How is Vineyard Financial rated?
Vineyard Financial has a 5 star rating with 9 reviews.
When is Vineyard Financial open?
Vineyard Financial is closed now. It will open on Monday at 8:00 a.m.