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].

08/16/2026
📊 Knowledge is one of your most powerful financial tools. Keep these educational tips in mind as you build your financia...
07/08/2026

📊 Knowledge is one of your most powerful financial tools. Keep these educational tips in mind as you build your financial future:

• Focus on goals, not headlines — markets will move, but your plan should stay steady
• Balance risk with time horizon — longer timelines can often handle more volatility
• Consistency matters — regular contributions can help build wealth over time
• Ask questions and stay informed — education leads to better decisions

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

Reflecting on the values of freedom and unity that endure in your hearts. ✨
07/04/2026

Reflecting on the values of freedom and unity that endure in your hearts. ✨

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.

This summer, invest in your knowledge. Our July 21 Investor Coaching Series session is all about staying disciplined, un...
06/09/2026

This summer, invest in your knowledge. Our July 21 Investor Coaching Series session is all about staying disciplined, understanding your options, and continuing to build toward your financial goals with confidence.
👉 Follow the link to schedule your spot today:
https://forms.lessannoyingcrm.com/view/4038640753192682230950201979049

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! 🌸

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

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