Prospective Clients
In today’s world, almost everyone needs assistance in managing the many complexities associated with their personal and/or business finances. Whether it is because of a lack of time, a lack of knowledge or a desire to spend your free time on what you consider more enjoyable activities, most people can add much value to their situation by working with a financial advisor and/or business consultant. The problem is determining which advisor is the best fit for you and will add the most value to your situation. It can be confusing and difficult to determine which advisor is right for you; however, it is a process you should take seriously because your advisor will have a major impact on your financial future. Too many times people take the initiative to try to improve their situation and start working with an advisor, but they become frustrated with the quality of service of provided, the lack of ongoing support and advice and the lack of value their advisor adds to their situation.
To help you further evaluate our firm and the value we may be able add to your situation, we have answered some of the most common questions we hear from prospective clients. If you do not find a question you may have on this page, then be sure to also view our Frequently Asked Questions page, and, of course, you can always feel free to contact us and ask us any other questions directly.
What services does Veros provide?
Veros provides financial services to businesses and individuals. Our Business Consulting group focuses on the business services and our Wealth Management group focuses on the individual services.
The services provided by our Wealth Management group includes:
- Personal Wealthcare Services (integrated service combining financial planning and investment advising)
- Individual tax planning & preparation
- Company retirement plan services
The services provided by our Business Consulting group includes:
- Business planning
- Accounting/finance services
- Acquisition and disposition planning
- Business tax planning & preparation
See Our Services to view detailed descriptions of the services we offer.
What differentiates Veros from other financial service firms and why should I use Veros?
We have built a firm that is focused on the best interests of our clients and on becoming a close partner with our clients in helping them achieve success. We have developed our services in a way that allows us to add much value to each of our clients and their specific situation. We have a great, dynamic team of people that allow us to deliver our services at a high-level and develop strong long-term relationships with our clients.
See The Veros Difference to view the primary factors that makes our firm different from our competitors and makes us your firm of choice.
What type of clients does Veros work with?
We work with a wide range of clients within both our Business Consulting and Wealth Management groups.
Our Wealth Management group works with individuals who are just starting to enter their prime wealth accumulation years to clients who are well into their retirement years.
Our Business Consulting group works with clients before they even begin operations up to performing consulting services for a company that has over $800 million dollars in annual revenue.
The majority of our clients fall into several distinct groups or categories. We have made a conscious effort to maintain and continuously improve our expertise in areas critical to these clients to ensure that we can continue to provide high-quality services to them.
See Who Are Our Clients for our primary client categories and detailed descriptions of the services we provide to those clients.
Who would I work with at Veros?
One of the partners or managers of our firm would be your primary contact. That primary contact would utilize the rest of our team members to assist with the work related to each specific client engagement. The level of involvement of our other team members and whether or not you would have direct contact with them depends on the type and scope of work that is being performed.
What are your fees?
Our fees vary greatly based on the work being performed. During and/or after our initial consultation meeting, we will provide a fee estimate for any type of work that we will do. We have established fixed fee schedules for our services where possible. Fees for our other services may vary based on the scope and complexity of the work to be performed.
Click here to view our Wealth Management Fee Schedule.
Where can I obtain more detailed information about the different services Veros provides?
See Our Services to view detailed descriptions of the services we offer.
How can I contact someone at Veros to further discuss my situation and needs and whether Veros would be a good fit for my situation?
We offer a free initial consultation meeting to learn more about your situation and educate you on the services we provide and the manner in which we work with our clients. This initial meeting is designed to allow both us and you evaluate whether we are a good fit to form a client-adviser relationship. This meeting also gives you an opportunity to better compare our firm to other financial service firms.
See the Contact Us section for information on how to contact our firm and establish a time for our initial consultation meeting. |