FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
Veritas Strategies is a small team of experienced financial planning and asset management specialists. We serve as personal advocates for each client – exploring scenarios and mapping out a clear path for building – and protecting – financial resources that let them enjoy the peace and contentment of true wealth.
From our office on North Main Street in downtown Doylestown, we can give our clients access to a wide range of securities and other investment opportunities. We also reach out to our team of trusted insurance carriers, attorneys, CPAs, estate planners, and our business resource center to help our clients put powerful risk management strategies in place.
President & Senior Financial Advisor
Client Care Specialist
A detail-oriented marketing professional, April brings over 20 years of experience to the Veritas team. With a strong background in client services and account management, April understands the value of building relationships to become...