Veritas Financial Services

Veritas Financial Services Financial knowledge is power...be empowered! We are an independent fee-based financial firm We offer educational classes as well.

Our team helps individuals and companies through customized investment and financial coaching, tax services, insurance services and LegalShield. We also are located at 923 S Main St Ste E Oshkosh (920)251-4862, email [email protected].

Honoring the strength and wisdom passed down through generations on Father's Day. 💙
06/21/2026

Honoring the strength and wisdom passed down through generations on Father's Day. 💙

Did you know that financial predators have traded old-school tactics for advanced technology? Today’s financial scams ar...
06/10/2026

Did you know that financial predators have traded old-school tactics for advanced technology? Today’s financial scams are more sophisticated than ever, making it crucial to stay one step ahead.

Join Veritas Financial Services for our upcoming Investor Coaching Series call. We’re pulling back the curtain on the evolution of financial predators and giving you the tools to safeguard your hard-earned wealth.

Event Details:
June 17th, 2026
2:30 pm PT / 5:30 pm ET
Live on Zoom

Protecting yourself and your loved ones starts with education.

How to Register:
Spaces are limited! Reserve your virtual seat now by emailing [email protected] or calling our office at (920) 893-5262.

We want to take a moment to say a massive thank you for being a part of our family. Your dedication to your loved ones a...
05/27/2026

We want to take a moment to say a massive thank you for being a part of our family. Your dedication to your loved ones and the intentional future you are creating inspires us every day—and we want to celebrate you!

We are hosting a special client appreciation event on Thursday, June 11th, and we would love nothing more than for you to join us.

Please let us know if you can make it by securing your spot today. It only takes a moment!

How to RSVP:
Email us at [email protected]
Call the office at (920) 893-5262

Remembering and honoring the sacrifices made by brave individuals who served our country.
05/25/2026

Remembering and honoring the sacrifices made by brave individuals who served our country.

We are so excited to host a special event on Thursday, June 11th, and we want you to be there! This is our way of saying...
05/20/2026

We are so excited to host a special event on Thursday, June 11th, and we want you to be there! This is our way of saying a heartfelt thank you for your continued partnership, and to honor your deep commitment to your family and the future you want to create.

Your vision for the future inspires the work we do every day, and we want to celebrate that dedication with you.

To secure your spot, RSVP:
Emailing us at [email protected] or Calling the office at (920) 893-5262

Celebrating all the amazing moms who brighten our lives with love and care. Happy Mother's Day! 🌸
05/10/2026

Celebrating all the amazing moms who brighten our lives with love and care. Happy Mother's Day! 🌸

Our mission is simple: To inspire families to achieve financial freedom and live the life they truly love. 🏠✨On May 1st,...
04/21/2026

Our mission is simple: To inspire families to achieve financial freedom and live the life they truly love. 🏠✨

On May 1st, we’re hosting a special 1-day event at our Plymouth office dedicated to empowering you in the world of investing. From understanding the industry to building a retirement that outlasts you, we want to equip you with the tools to secure your family’s future.

When: May 1st | 9:00am – 5:00pm

Where: Our Office, Plymouth, WI

Included: Lunch is on us! 🥗

This event is open to everyone. Guided by our core values of truth, integrity, and respect, we’re here to help you build a legacy.

💡 Smart investing starts with strong fundamentals. A few simple habits can make a big difference in your long-term finan...
04/16/2026

💡 Smart investing starts with strong fundamentals. A few simple habits can make a big difference in your long-term financial success:

• Diversify your investments to help manage risk during market fluctuations
• Stay invested for the long term instead of reacting emotionally to short-term market changes
• Review your financial plan regularly to ensure it still aligns with your goals
• Understand what you own and why — clarity builds confidence

📞 Call us at 920-893-5262 or visit veritasinvesting.com to get started.

Address

506 E Mill Street, Ste 101
Plymouth, WI
53073

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 4pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+19208935262

Website

Alerts

Be the first to know and let us send you an email when Veritas Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Veritas Financial Services:

Shortcuts

Share

Category