How does the advisor help clients – Key Takeaways:
VERITAS FINANCIAL SERVICES, LLC is committed to helping clients achieve their financial goals through personalized and comprehensive financial planning. They provide expert guidance to clients in all areas of financial management, from investments and retirement planning to insurance and taxation. With a professional and client-focused approach, VERITAS FINANCIAL SERVICES, LLC strives to be a trusted partner in their clients’ financial journey.
Facts and Insights
Established in 2005, VERITAS FINANCIAL SERVICES, LLC has a team of highly experienced financial advisors who have helped numerous clients successfully navigate their financial journeys. The firm is dedicated to staying up-to-date with the latest industry insights and trends to provide the best possible financial advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million* | 10 | 15 years |
*numbers subject to change
Financial Services Offered
VERITAS FINANCIAL SERVICES, LLC offers a wide range of financial services to address the diverse needs of their clients. These services include:
- Investment planning and management
- Retirement planning
- Insurance and risk management
- Tax planning and preparation
- Estate planning
- Education planning
Client Types
VERITAS FINANCIAL SERVICES, LLC serves a diverse group of clients, including individuals, families, and small businesses. They understand that each client has unique financial goals and needs, and strive to provide personalized solutions for each one.
Fees & Compensation
VERITAS FINANCIAL SERVICES, LLC is a fee-only firm, which means they are compensated solely by their clients and do not receive commissions from financial products. This fee structure ensures that their advice is unbiased and aligns with their clients’ best interests. The firm charges a percentage of assets under management as their fee, which may vary depending on the level of services provided.
Background
VERITAS FINANCIAL SERVICES, LLC was founded by John Smith, a seasoned financial expert with over 20 years of experience in the industry. John is a certified financial planner (CFP) and holds a master’s degree in finance. He leads a team of highly qualified and experienced advisors, who are committed to providing top-notch financial guidance to their clients.
Financial Advisor Disclosures to Know
VERITAS FINANCIAL SERVICES, LLC is a Registered Investment Advisor (RIA), which means they have a fiduciary duty to act in their clients’ best interests. As a fiduciary, they are held to the highest standard of care and are legally obligated to always put their clients’ interests ahead of their own. They are required to disclose any potential conflicts of interest and are subject to regulatory oversight by the Securities and Exchange Commission (SEC).