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Vantage Pointe PlanningFinancial advisor in Burlington, NC

Vantage Pointe Planning is a financial advisor at 727 Kivett St, Burlington, NC 27215, ranked #5 of 77 financial advisors in Burlington and rated 5.0 from 38 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Burlington, NCUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Vantage Pointe Planning
Address727 Kivett St, Burlington, NC 27215Get directions
Phone(336) 355-7521
Google rating5.0 from 38 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Burlington and 6 towns within 25 miles: Graham, Elon, Mebane, Greensboro, Reidsville and Carrboro.

Based in Burlington, NCView on map

Questions about Vantage Pointe Planning

How is Vantage Pointe Planning ranked in Burlington?

Vantage Pointe Planning is ranked #5 of 77 financial advisors in Burlington by RFA Score, with 72 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Vantage Pointe Planning serve?

Serves Burlington and 6 towns within 25 miles: Graham, Elon, Mebane, Greensboro, Reidsville and Carrboro. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Vantage Pointe Planning?

Vantage Pointe Planning has a rating of 5.0 from 38 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Vantage Pointe Planning?

Call Vantage Pointe Planning on (336) 355-7521. The business is at 727 Kivett St, Burlington, NC 27215. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Vantage Pointe Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Vantage Pointe Planning (this business)—725.0 (38)——
Truliant Federal Credit Union Burlington#3734.5 (92)NoNo4.8 mi
Summit Credit Union#4724.7 (402)NoNo18.6 mi
Truliant Federal Credit Union Graham#6714.5 (85)NoNo4.2 mi

See all 77 ranked financial advisors in Burlington