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          Vantage Self-Directed Retirement Plans has 1 locations, listed below.

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            Business ProfileforVantage Self-Directed Retirement Plans

            No License Required Financial Consultants
            BBB accredited business

            At-a-glance

            Customer Reviews

            This business has 0 reviews

            Customer Complaints

            1 complaints closed in last 3 years

            0 complaints closed in last 12 months

            BBB Rating & Accreditation

            Accredited Since: 1/15/2010

            Years in Business: 19

            Customer Reviews are not used in the calculation of BBB Rating

            Overview of BBB Rating

            Overview

            This business offers third party administration for IRAs and custodial accounts.

            Business Details

            BBB File Opened:
            6/5/2008
            Years in Business:
            19
            Business Started:
            6/21/2004
            Business Incorporated:
            6/21/2004
            Accredited Since:
            1/15/2010
            Type of Entity:
            Limited Liability Company (LLC)
            Alternate Business Name
            • Vantage Retirement Plans LLC
            Business Management
            • Mr. Juan Pablo Dahdah, CEO/Owner
            • Ms. Carmen Margie, Chief of Staff
            • Ms. Sherri Quintana, Chief Operations Officer
            • Ms. Cicely Sapp, Client Care Lead
            Contact Information

            Principal

            • Mr. Juan Pablo Dahdah, CEO/Owner
            • Ms. Carmen Margie, Chief of Staff

            Customer Contact

            • Mr. Juan Pablo Dahdah, CEO/Owner
            • Ms. Carmen Margie, Chief of Staff
            • Ms. Sherri Quintana, Chief Operations Officer
            • Ms. Cicely Sapp, Client Care Lead
            Additional Contact Information

            Fax Numbers

            • (480) 306-8408
              Primary Fax

            Phone Numbers

            Email Addresses

            Customer Complaints

            1 Customer Complaints

            Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

            File a Complaint

            Most Recent Customer Complaint

            12/02/2021

            Complaint Type:
            Problems with Product/Service
            Status:
            Resolved
            I engaged Vantage to open a self-directed *** for the purpose of buying real estate. The account set up process was a very bad experience. In dealing with **************** and corresponding by email, which I prefer due to my schedule. There were three instances where I had to follow up on questions, I needed answers in order to set up the account. He indicated he didnt get the emailsthis happened three times. Once the account was set up a wire was sent from my funding source on 8/11 (Wed) and at the latest the funds shouldve been applied to my new Vantage account the next day 8/12. On 8/19 I sent **************** an email indicating the funds were wired on 8/11 and as of 8/19 my Vantage account still had not funded. **************** indicated they had my funds but could not apply them as integration did not take placewhatever that means. The funds were finally applied to my Vantage account on 8/19 and guessing they were most likely applied to my account based on my follow up note. The wired funds were applied over a week after the wire was sent. I asked about backdating the funds as the integration issue was not my fault. The funds were never backdated. On 8/25 I reached out to **************** the *** with hope he could get this transaction back on course or put me in contact with someone who could help me. He never responded to me. The lost emails, a week to apply a wire and a *** that doesnt feel it important to contact me led me to close this account and find a provider that demonstrates better client service. I did ask for the annual record keeping fee of $395 to be returned or prorated at least. **************** indicated they cannot refund or prorate this fee. Which I know is not true. At this point I would like to have my annual record keeping fee of $395 refunded or prorated as Vantage has not provided me with a years worth of service. I would not recommend this company unless you are comfortable with constantly following up on them.
            Read More

            Customer Reviews

            0 Customer Reviews

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            Local BBB

            Better Business Bureau Serving the Pacific Southwest

            BBB Reports On

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