company details
Vertex Financial Group
New York, New York
about company
Vertex Financial Group provides comprehensive wealth management and investment advisory services, helping clients navigate complex financial markets and achieve their long-term goals.
Our mission is to deliver personalized financial strategies that build, preserve, and transfer wealth through disciplined investment approaches and proactive planning.
- Established: 2002
- Employees: 80+ financial advisors and analysts
- Assets Under Management: $4.2+ billion
- Services: Investment Management, Retirement Planning, Estate Planning
- Accreditation: SEC Registered Investment Advisor