Verismo Financial

At Verismo Financial, our name reflects our core philosophy: derived from the Latin word “Vero,” meaning truth, reality or fact, we embody these principles in every aspect of our investment planning. The ethos behind the name is what led the founding partners, Frank Devincentis & Craig Eyler to go independent and start their own practice. While Verismo Financial is new, the team and our core vision is not. Our roots dating back to the late 70’s and over the years have fostered our current practice–a tightly knit team of financial professionals that have some of the most respected designations in the industry. Our multi-generational team and overall approach is what has allowed us to provide continuity to our family clients, many of whom we serve across three generations. Our clients trust us to provide clear, honest advice and we take that responsibility seriously. We don't just guide our clients through the complexities of investment planning; we walk alongside them, ensuring that every decision is grounded in reality and tailored to their unique needs. Our story is one of dedication, innovation and a steadfast belief in the values that guide us–truth and trust. As we continue to grow and evolve, these principles will remain at the heart of everything we do, driving us to deliver exceptional financial guidance for years to come.

网站

www.verismofinancial.com

Verismo Financial的外部链接

所属行业

金融服务

规模

2-10 人

总部

Chicago，Illinois

类型

合营企业

领域

wealth management、financial planning、retirement planning、financial advisor、estate、educational planning、investment management和succession planning