Verde Wealth Group, LLC
Financial Services
3555 Timmons Lane
6 employees
- Employees
- 6
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Verde Wealth Group, LLC Overview
- Headquarters
- 3555 Timmons Lane
- Phone Number
- Available in AeroLeads
- Website
- verdewealthgroup.com
- Industry
- Financial Services
- Employees
- 6
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Verde Wealth Group, LLC
Verde Wealth Group is an independent wealth advisory firm specializing in comprehensive wealth planning. Our philosophy and process set us apart, as our focus is on creating a personalized, holistic plan that evolves with your dynamic life. Our clients are people looking for a true partner in designing and executing a financial plan that achieves their unique short-term and long-term goals. We do this by gaining a deep understanding of your priorities and objectives to set a solid foundation that can continuously evolve throughout your life. Fee-Based Planning Offered Through Verde Wealth Group, LLC, a State Registered Investment Advisor Third Party Money Management Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201 Verde Wealth Group, LLC is a separate entity from Valmark Securities, Inc. and ValMark Advisers, Inc. Third party posts do not reflect the views of Valmark Securities or Verde Wealth Group and have not been approved prior to posting.
Verde Wealth Group, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Verde Wealth Group, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Geordie M. Hrdlicka, J.d. Ll.m. Cfp | Providing Personalized Holistic | Houston, Texas, United States |
Email
Phone
|
| Katja Corbett | Psychology Major - Business Law |
View
|
|
| Patricia Moore, Mba, Cfp®, Aep® | Chief Operating Officer and Lead Advisor | Houston, Texas, United States |
Email
Phone
|
| Hannah Volovar | Client Service Associate at Verde | Boerne, Texas, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Associate / junior
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
| Finance | 1 | 1 | 1 |
| General | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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