Mapstone Veritas Financial Group
Financial Services
755 Jefferson Road
20 employees
- Employees
- 20
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Mapstone Veritas Financial Group Overview
- Headquarters
- 755 Jefferson Road
- Website
- www.mapstoneveritas.com
- Industry
- Financial Services
- Employees
- 20
- Founded
- 1970
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Mapstone Veritas Financial Group
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)
Mapstone Veritas Financial Group Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 1
- 33.3% coverage
Mapstone Veritas Financial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Matthew Keenan, Cfp® | Partner at Mapstone Veritas Financial | Rochester, New York, United States |
Email
|
| Tom Tarkowski | Partner, Mapstone Veritas Financial | Penfield, New York, United States |
Email
Phone
|
| David Stoller, Aif®, Ricp®, Rps, Partner | Partner at Mapstoneveritas Financial | Rochester, New York, United States |
View
|
Employees by Management Level
Individual contributor
3 profiles
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