Vantage Financial Group Affiliates with Edgewood Financial Network
Strategic Partnership Enables Edgewood Advisors to Receive Access to Support and Products from The C.O.R.E. Group
GOLD RIVER, Calif., Oct. 10, 2017 /PRNewswire/ -- Edgewood Financial Network today announced that Vantage Financial Services, the retail advisor branch of The C.O.R.E. Group , has affiliated with Edgewood. At the same time, The C.O.R.E. Group is forming a strategic partnership that will give Edgewood advisors premier access to insurance products, allowing both companies to focus on maximizing client value. The C.O.R.E. Group and Vantage Financial will remain in their existing locations and operate under their current names.
With the affiliation of Vantage, Edgewood, one of the largest independent firms affiliated with Signator Investors, Inc., also gains access to the products and services of C.O.R.E.'s high-touch service model, centered on relationship enhancement.
The C.O.R.E. Group, based in Scottsdale, AZ, and Fort Wayne, IN, is nationally recognized for helping advisors with business plan development, execution support and access to products including life insurance, long-term care insurance and annuities. Vantage Financial Services, also based in Scottsdale, is an independent firm specializing in providing personalized financial solutions that maximize client outcomes.
"I am looking forward to the synergies created by these firms coming together," said Brian Heapps, CLU, ChFC, managing partner and president, Edgewood Financial Network. "I believe The C.O.R.E. Group and Vantage Financial will benefit from Edgewood's resources that support, grow and acquire experienced advisors and producer groups, and they will round out our already robust advisor support platform," said Heapps.
Robert Beatty, CEO and co-founder of The C.O.R.E. Group and managing partner of Vantage Financial Services, said, "The relationship with Edgewood is a perfect fit to help with our growth initiatives. The C.O.R.E. Group is especially looking forward to expanding the geographic footprint of the advisors it serves."
About Edgewood Financial Network
With roots leading back to 1982, Edgewood Financial Network is a national firm working with nearly 200 registered representatives and life insurance agents in 30 states. Based in Gold River, California, Edgewood Financial Network is an OSJ for Signator Investors, Inc. as well as a life insurance and annuity wholesaler. For more information about Edgewood, visit http://www.edgewoodfn.com.
About Signator Investors, Inc.
Signator Investors, Inc. is a dual-registered broker-dealer/investment adviser with a national network of independent firms and more than 2,000 financial professionals across the U.S. A leader in the financial services industry having the stability and scale to offer an innovative business model, Signator gives entrepreneurial financial professionals the power to effectively build unique businesses, based on their own vision and market opportunity. For more information on Signator Investors, Inc. and its national network of independent firms, visit http://www.signatorinvestors.com/.
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SOURCE Signator Investors, Inc.
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