Plymouth Location:
506 East Mill Street
Suite 101
Plymouth, WI 53073
Phone: 920-893-5262
Fax: 920-893-5689We are in the office building just west of the Plymouth Arts Center. We are the first office on the left after you enter where you see the wheelchair ramp.
Oshkosh Location:
923 South Main Street, Suite E
Oshkosh, WI 54401
Phone: 920-251-4862
jburri@veritasinvesting.com
(Hours vary at this location, so please call before stopping in.) We are located on the corner of South Main and Tenth Street.
So Is There REALLY a Difference (or "What makes you guys different than the bazillion other financial firms out there")?
What else makes us different? Most traditional financial firms emphasize retail financial products (such as annuities) and actively-managed mutual funds with their high turnover rates (undisclosed fees), emphasis on "timing the Market" (speculating with your money), stock picking (gambling with your money) and track-record investing (past performance has ZERO correlation with future performance!) The majority of investors are unaware of how much "overlap" (not true diversification, just lots of ’stuff”) is inside their portfolio.
Contrast this to the Free Market Platform of Structured Funds We Use at Veritas
YES! There IS a difference, and that means more efficient investing, no revenue sharing, no “smoke & mirrors,” genuinely individualized financial coaching, and an opportunity to gain greater peace of mind.
• Eliminates stock picking, market timing and track-record investing
• Focused on appropriate asset allocation and true diversification
• Grounded in Nobel-prize-winning academic research
• Focused on efficient market return
• No hidden costs/full transparency
YES! There IS a difference, and that means more efficient investing, no revenue sharing, no “smoke & mirrors,” genuinely individualized financial coaching, and an opportunity to gain greater peace of mind.
Our Integrated Approach to Financial Services Includes Tax and Insurance Expertise
To complete our services, we also offer comprehensive insurance analysis and a wide-range of tax services (including IRS problem resolution), giving you a truly integrated approach to financial well being at every life stage.
Plus, Veritas is Committed to Your Education
We believe an informed investor is a better and more peaceful investor. Here are just a few of the many classes we provide:
1. Separating Myths from Truths: the Story of Investing (our most important class, offered every month)
2. Your Money Demons
3. Finances for Couples
4. Costs: the Dark Side of Investing
5. Is Your Broker Lying to You?
6. Investing for Dummies
7. Show Me the Money! (for teens)
...and many more!
Call us to see the full list or to schedule a class, or a series of classes, for your group, church or company.
We are a Holistic Financial Services Company
Our uniquely integrated approach is designed to help you make informed short and long-term financial decisions, enhancing your financial well-being at every stage in life.
