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].

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.

If you’ve been feeling uneasy about the market, you’re not alone.Market fluctuation can lead to fear and anxiety for inv...
03/27/2026

If you’ve been feeling uneasy about the market, you’re not alone.

Market fluctuation can lead to fear and anxiety for investors, and when emotions run high, even disciplined people can feel tempted to make decisions they later regret. That’s why we want to invite you to an upcoming virtual investor coaching webinar hosted by Mark Matson, titled: Global Economic Armageddon

Date: April 7,2026
Time: 4:30pm CST/ 5:30pm EST
Location: Virtual Webinar (Link to follow)

In this presentation, you can discover:
- Why so many investors are experiencing extreme fear and anxiety,
- How fear can quietly lead to panic and selling at the darkest hour
- Why creating a powerful long-term context is critical to help in weathering market storms

This session isn’t about predicting markets or reacting to headlines. It’s about helping you stay anchored to the decisions that can give you opportunities for long-term success.

DISCLAIMER: This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision.

Wishing you a day filled with luck and laughter this St. Patrick's Day! ☘️
03/17/2026

Wishing you a day filled with luck and laughter this St. Patrick's Day! ☘️

💡 Education is the foundation of successful investing. Join us April 7 for our Investor Coaching Series, where we’ll foc...
03/03/2026

💡 Education is the foundation of successful investing. Join us April 7 for our Investor Coaching Series, where we’ll focus on building confidence, understanding risk, and creating strategies aligned with your financial goals.

Then, take it even further April 16–17 at the American Dream Experience—a powerful multi-day event designed to help you see the bigger picture, align your vision, and take meaningful steps toward financial independence.

Secure your spot today: veritasinvesting.com or 920-893-5262
Follow the link to schedule your spot today for our Investing Coaching Series:
https://forms.lessannoyingcrm.com/view/4038640753192682230950201979049

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

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