At VANTREO Financial Services we specialize in providing investment and insurance options to both individuals and businesses to help you prepare and protect your financial future. We seek to understand every client's unique situation and provide options that may include Business Succession Stratagies, Key Employee Protection, Estate and Retirement Strategies and Long Term care.

Freedom and flexibility of choice is a key VANTREO advantage. Many financial services firms distribute products and services only through a particular company. VANTREO is an independent insurance brokerage firm. We work for you, our client, not for a particular company. As independent representatives, we open access to a multitude of companies.

The registered representatives of InterSecurities, Inc. in our Financial Services Department hold either their Series 6 or 7 and 63 licenses, Property /Casualty, and Long Term Care. Securities are offered through InterSecurities, Inc.

LD25110-07/07
CA Insurance License 0F69776