Veater Financial Group

Veater Financial Group Veater Financial Group Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.

Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

If you’ve been thinking…“I should probably get my finances in order…”This is your sign ✔️A simple conversation today can...
06/03/2026

If you’ve been thinking…

“I should probably get my finances in order…”

This is your sign ✔️

A simple conversation today can make a big difference tomorrow.

Contact our office today, we’re here to help you take the first step.

Call: 559.432.3877

Email: [email protected]

www.veaterfinancialgroup.com

“It’s your reaction to adversity, not adversity itself that determines how your life story will develop.”— Dieter F Ucht...
06/02/2026

“It’s your reaction to adversity, not adversity itself that determines how your life story will develop.”

— Dieter F Uchtdorf

www.veaterfinancialgroup.com

At Veater Financial Group, we believe financial planning should feel…✔️ Clear, not confusing✔️ Personal, not one-size-fi...
05/29/2026

At Veater Financial Group, we believe financial planning should feel…

✔️ Clear, not confusing

✔️ Personal, not one-size-fits-all

✔️ Empowering, not overwhelming

You don’t have to have it all figured out to get started—you just have to start.

Contact us today to schedule an overview. We would love to hear from you.

Call or Email Us!

(559) 432-3877

[email protected]

www.veaterfinancialgroup.com

05/28/2026

“Social Security Isn’t Tax-Free—Here’s What Actually Changed”

Despite the buzz around “no tax on Social Security,” benefits are still taxable. The new law didn’t eliminate those taxes but instead introduced a temporary additional deduction for taxpayers age 65 and older. This deduction can reduce taxable income depending on filing status and income level, but it phases out as income increases.

www.veaterfinancialgroup.com

This Memorial Day, Veater Financial Group pauses to honor and remember the brave men and women who made the ultimate sac...
05/25/2026

This Memorial Day, Veater Financial Group pauses to honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

We are deeply grateful for their courage, dedication, and the freedoms their sacrifice has made possible. Today, we remember our heroes and keep their families in our thoughts.

Wishing everyone a meaningful and safe Memorial Day.

www.veaterfinancialgroup.com

We would like to officially introduce our newest team member, Diane Zander, nwho has joined us as our full-time Licensed...
05/22/2026

We would like to officially introduce our newest team member, Diane Zander, nwho has joined us as our full-time Licensed CPA.

Please join us in welcoming:

Diane M. Zander – Licensed CPA

Diane’s knowledge, dedication, and passion for helping others make her an incredible addition to our growing team. We’re proud to continue expanding with professionals who are committed to serving our clients and community with excellence.

Please help us give Diane a warm welcome!

Contact our office at 559.432.3877 or email Diane at [email protected] to discuss tax reduction planning.

*Not registered with Osaic Wealth, Inc

www.veaterfinancialgroup.com

CommunityFocused

In observance of Memorial Day, our office will be closed on Monday.This day is a time to honor and remember the brave me...
05/21/2026

In observance of Memorial Day, our office will be closed on Monday.

This day is a time to honor and remember the brave men and women who have made the ultimate sacrifice in service to our country. We are deeply grateful for their courage and dedication.

We will resume normal business hours on the following business day. If you need assistance, please feel free to leave a message or email us, and we will respond as soon as possible upon our return.

Wishing you a safe and meaningful Memorial Day.

— Veater Financial Group

www.veaterfinancialgroup.com

05/18/2026

Please enjoy this video from our Spring Event featuring a special Q&A Session with Osaic’s Phil Blancato. We are grateful for the valuable insights, knowledge, and perspective he shared with our guests. Thank you again to everyone who joined us for such a wonderful event!

www.veaterfinancialgroup.com

05/15/2026

Please enjoy the video of our Spring Event guest speaker, Osaic’s Phil Blancato.

Stay tuned for Phil’s Q&A session, coming soon!

www.veaterfinancialgroup.com

05/12/2026

Thank you to everyone who joined us for the Veater Financial Group Spring Event! We truly appreciate each of you taking the time to spend the afternoon with us.

A special thank you to our guest speaker, Phil Blancato of Osaic, for sharing his valuable insight, expertise, and perspective with our guests. It was an incredible opportunity to learn, connect, and look ahead with confidence.

We are grateful for the continued support of our clients, colleagues, friends, and community. Events like these remind us how fortunate we are to build meaningful relationships and grow together.

We look forward to seeing you all again at future Veater Financial Group events!

Please enjoy our highlight video from the event and stay tuned for our next video that includes our guest speaker, Osaic’s Phil Blancato.

www.veaterfinancialgroup.com

Address

7108 N. Fresno Street, Suite 410
Fresno, CA
93720

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

Telephone

+15594323877

Website

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