Veritas Financial Consulting

FEE-ONLY FINANCIAL PLANNING Get honest advice that perfectly suits your needs, no matter what financial decisions your life requires. Our “Fee-Only” services means we don’t get paid by product commissions. Therefore, our advice is objective and fair, with your personal financial health in mind. Whether you need assistance in setting up a basic college savings plan or you want in-depth consultations to analyze all aspects of your personal finances, we have the knowledge and experience to make it happen. INVESTMENT CONSULTING Build a diversified, balanced portfolio to reach your long-term financial objectives. If you are new to investing, we can build you a custom investment plan designed to meet your financial goals while maximizing returns and minimizing risk. For those with a current portfolio, we can give you an experienced second opinion and help guide you in making any necessary changes. Working together through the good times and the more challenging times, we will use our knowledge and perspective of successful investing to help you get started and stay on track. FINANCIAL STRATEGIES DESIGNED FOR YOU Our experts provide you with a unique personal financial plan. We work with people just like you, from all walks of life, who want guidance with their own personal finances. We start by listening to exactly what you want to accomplish, then work tirelessly to leverage all our resources and combined knowledge to create viable strategies that work for you.

Address: 100 E. Huntington Drive, Suite 222 Monrovia, CA 91016, USA

Phone: +1 626 263 4232
FAX: +1 626 594 4991