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

Veater Financial Group

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Fresno, CA
Veater Financial Group

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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.

10/13/2026

At Veater Financial Group, we believe in standing behind the traditions and values that shape our communities. That’s why we’re proud to sponsor the sport of rodeo. Rodeo represents hard work, determination, courage, and the western way of life, the same qualities we bring to serving our clients every day. Supporting rodeo is our way of giving back to the people and the lifestyle that inspires us.

Veater Financial Group is proud to sponsor the Coarsegold Harvest Rodeo for the second year in a row!

Join us on Saturday, October 17th for a family-friendly event that brings our community together while celebrating the western way of life and preserving the traditions of our western heritage.

We’re grateful for the opportunity to support an event that reflects the values of community, tradition, and connection that mean so much to us.

We hope to see you at the Coarsegold Harvest Rodeo!

www.veaterfinancialgroup.com

10/09/2026

Veater Financial Group was honored to sponsor the recent Cattlemen’s Association Dinner.

It was a wonderful evening filled with meaningful conversations, new connections, and an appreciation for the western heritage and traditions that continue to play an important role in our community.

We are grateful for the opportunity to support an organization that brings people together while celebrating agriculture, ranching, and the values that have helped shape our region.

Thank you to the Cattlemen’s Association for hosting such a memorable evening. Veater Financial Group was proud to be a part of it.

www.veaterfinancialgroup.com

10/08/2026

We’re proud to announce a meaningful partnership between Veater Financial Group and the Fresno Mission.

At Veater Financial Group, we believe strong communities are built through connection, service, and supporting the people who call them home. Partnering with the Fresno Mission gives us the opportunity to stand alongside an organization making a lasting difference for individuals and families throughout our community.

We look forward to working together, giving back, and continuing to invest in the community we are proud to serve.

Stronger together. Serving our community with purpose.

Contact our office for more information on how you can contribute by calling 559.432.3877 or emailing [email protected]

www.veaterfinancialgroup.com

StrongerTogether

10/06/2026

This is a friendly reminder that our October Referral Dinner in Fresno, CA is on Thursday, October 8th at 6:00pm.

If you have any questions or would like to make a reservation for one of our referral dinners and seminars, please call our office at 559.432.3877 or email [email protected]

www.veaterfinancialgroup.com

10/03/2026

Diane Zander - “529 plans can offer families much more than a way to save for college. In this video, I explain how the five-year front-loading rule can accelerate contributions, which education expenses may qualify for tax-free withdrawals, and how eligible unused funds may be rolled into a Roth IRA for the beneficiary. Watch to learn how these flexible planning opportunities could support your family’s education, tax, and estate planning goals.”

www.veaterfinancialgroup.com

09/24/2026

Referral Dinners are opportunities to meet our staff and hear George speak on the state of the market and share timeless information that retirees will find valuable.

Attendees must be 55+ years or older

Ruth’s Chris Steakhouse
Fresno, CA

Thursday, October 8, 2026

Thursday, November 12, 2026

*Reservations are required.

www.veaterfinancialgroup.com

09/19/2026

Financial Vocabulary Series

Diversification: Diversification means spreading your money across different types of investments to reduce overall risk.

www.veaterfinancialgroup.com

09/15/2026

“There are no secrets to success. It is the result of preperation, hard work and learning from failure.”

— Colin Powell

www.veaterfinancialgroup.com

09/09/2026

Financial Vocabulary Series

Fiduciary: A fiduciary is a person or organization that manages money or property for someone else while being legally required to put that person’s best interests first. Key concepts include duty of loyalty, duty of care, and putting clients first.

www.veaterfinancialgroup.com

09/07/2026

Happy Labor Day from Veater Financial Group!

Today, we celebrate the hard work, dedication, and contributions of workers across our communities and throughout our country.

We hope you enjoy a well-deserved day of rest with family and friends. Wishing everyone a safe and relaxing Labor Day!

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

http://www.veaterfinancialgroup.com/

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