We know there are many qualified professionals you can turn to for assistance. You may turn to some for investment management, others for insurance related matters, still others for financial and retirement planning strategies. It has been our experience over the last fifty years that there are few who truly focus on meeting the overall financial needs of a successful client.
New clients consistently express their frustration that even though they have received sound advice in a specific area, this advice is often without regard to their overall financial plan.
They indicate that they want someone who can take the lead. They want someone who commits to their overall financial goals and who will help them develop and coordinate a comprehensive plan.
At Mapstone | Veritas we call it comprehensive wealth management and we've built our firm with this in mind.
Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Mapstone Veritas Financial Group
is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 5538320.2(2/25)(Exp.2/29)
Company Details
- Employees
- 20
- Founded
- -
- Address
- 755 Jefferson Road,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.mapstoneveritas.com
- Keywords
- Rochester.
- HQ
- Rochester, New York
Mapstone Veritas Financial Group Questions
Mapstone Veritas Financial Group's website is http://www.mapstoneveritas.com
Mapstone Veritas Financial Group's LinkedIn profile is https://www.linkedin.com/company/mvfg
Mapstone Veritas Financial Group has
20 employees.
View email and phone details for 20
employees at Mapstone Veritas Financial Group.
Mapstone Veritas Financial Group's industry is
Financial Services
Mapstone Veritas Financial Group's top competitors are
Oakwood Financial Services,
Cypress Financial Consultants,
Mates Inc.,
Jta Advisors, Llc,
J.p. Fitzgerald's,
Mdrn Wealth™,
Thorley Wealth Management, Inc.,
O'keefe Stevens Advisory, Inc.,
Mapstone Financial Group,
Equitable Advisors.
Mapstone Veritas Financial Group's categories are Financial Services
Mapstone Veritas Financial Group's founding year is 1970
