Verus Investment Advisory Group, Inc
We seek to build genuine long-term relationships with clients, truly listen to their needs, and put them on the right path toward their goals. We are a comprehensive investment management firm serving hard-working individuals and families in the Fox Valley region of Wisconsin. Our approach is based on a rigorous process that covers your complete financial picture, simplifies the complex, and provides you with a clear, actionable roadmap to your ideal future. By taking care of the details, we help you organize your financial life and get back to what’s truly important.
We seek to build genuine long-term relationships with clients, truly listen to their needs, and put them on the right path toward their goals. We are a comprehensive investment management firm serving hard-working individuals and families in the Fox Valley region of Wisconsin. Our approach is based on a rigorous process that covers your complete financial picture, simplifies the complex, and provides you with a clear, actionable roadmap to your ideal future. By taking care of the details, we help you organize your financial life and get back to what’s truly important. The day you retire is like reaching the summit of a mountain. You plan, work hard and navigate obstacles your entire life just to reach that summit. But the journey does not stop there…you still have to plot a route through retirement. We help our clients climb their mountain, REACH their summit and comfortably traverse the financial, emotional and physical aspects of retirement. There are many routes to the summit. We help find the best one for you. Everyone travels a different path to his or her personal retirement dreams. We help our clients find the best way to prepare for retirement and guide them through the entire journey. We educate, simplify, and follow through. We view our role as that of a trusted guide along the path to your goals. Our objective is to thoroughly understand what’s meaningful and valuable in your life and show you how a personalized investment strategy can support your priorities. Our Services Everyone travels a different path to reach their retirement goals. It may be filled with twists and turns or it may be a straight line. As an independent planning firm, Verus provides its clients peace of mind knowing they are on the right path. With over 50 years of experience, our team will not only prepare you for reaching your summit, but will guide you through your entire journey. Our Services: Investment Management Comprehensive Planning Retirement Strategies Social Security Benefit Options Tax Planning Estate Preservation
Address: 5765 W. Grande Market Drive, Appleton, WI 54913 USA
Phone: +1 920 882 5299
FAX: +1 920 882 0504
