Veritas Wealth Management
The Veritas Wealth Management team specializes in retirement planning, investment strategy, insurance planning and comprehensive wealth management services for individual investors. Veritas Wealth Management, founded by Chad Hufford, a Dave Ramsey SmartVestor Pro, may be able to help you get on track to a secure retirement, no matter where you are today. We work with many individuals and have clients at every career stage, from just starting out to living in retirement. Having a Veritas financial professional on your side could help you make more informed investment decisions. Representatives registered with and offer only securities through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. PlanMember is not responsible or liable for ancillary products or services offered by these representatives. Veritas Wealth Management and PSEC are independently owned and operated companies.
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18
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- JK
Jared Kettler
Financial Planner · Finance & Accounting
EmailPhone - KC
Kevin Cassidy
Financial Planner · Finance & Accounting
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Showing 2 of 7 verified contacts
Top roles at Veritas Wealth Management
5 distinct titles indexed · top 5 shown.
- 2financial planner
- 1administrative assistant
- 1co-founder and wealth advisor
- 1executive assistant office manager
- 1pr & marketing coordinator
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