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Monday, July 16, 2012

Clients: How We Work: Dedicated Financial Advisors Veritat.com

Interesting development.  Veritat Financial Advisors are experts in all aspects of financial planning, including retirement planning, educational planning, insurance planning, estate planning, and debt reduction.  Eventually they will be combined with large analysis capabilities  In a rare combination of brains and brawn, LPL’s newly created subsidiary NestWise has acquired Veritat Advisors and plans to scale up the startup’s robust financial planning platform to reach the underserved middle market.


Clients: How We Work: Dedicated Financial Advisors Veritat.com

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