Current Events

 

                                   
The Neely Group Joins Forces with
the Vantage Financial Group
 
 
 
GROVE CITY, Pennsylvania - April 27, 2009— The Neely Group announced today that they are joining forces with the Vantage Financial Group, Inc., a privately held full-service insurance and financial services company, located in Independence, Ohio.
 
As a result of the transaction, The Neely Group has become a wholly-owned subsidiary of Vantage and will operate in Grove City as The Neely Group, a Vantage Financial Group Company. The deal was completed on April 1, 2009. The purchase price was not disclosed. 
 
 “Why would I take in new partners at this stage of my career? To enable The Neely Group to be part of something much more dynamic and at the same time be able to take advantage of the new opportunities that now exist in the market place. More importantly, by adding new partners I will have more time to spend with my clients and they (new partners) can take care of the office staffing, budgets, equipment and compliance and all of the other time consuming details of keeping an office open. I look forward to this new stage in my career and with the Market and the economy as it is today, I will be able to devote 100% of my time researching products available and spending more time will all my current and future clients,” said William Neely.
 
There are no changes required for the firm’s clientele since both Vantage and Neely use a common brokerage platform.
 
 
About Vantage Financial Group
Founded in 1969, Vantage Financial Group, Inc. provides a complete range of individual and business planning alternatives, plus total financial planning and investment services. These include individual life and business insurance; employee benefit plans offering group life, medical, dental, disability income, long term care insurance and prescription drug programs; retirement planning; flexible-spending health plans; estate distribution planning services; third-party administration; and litigation settlement support. More information on Vantage can be found at www.vanfin.com.
 
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