VERACITY FINANCIAL SERVICES, INC.
PALM BEACH GARDENS, FLORIDA

VERACITY FINANCIAL SERVICES, INC., Palm Beach Gardens

Veracity Financial Services provides customized financial risk management and retirement strategies for individuals and our businesses. We help our clients understand their wealth, and how to preserve, grow it, and plan for the future. Our clients appreciate our truthful and researched-backed approach. They refer friends to the practice because we take time to educate so every client is able to make confident financial decisions to achieve their goals. We are independently owned and operated by our founding partners, which allows us the flexibility to provide for our clients. We work with our clients’ attorneys, CPAs or other professionals to contribute to a holistic and comprehensive financial picture.  As needed, we can recommend advisers in various capacities who meet our standards for excellence. : Provide the strategies for our clients with outstanding service.  : Independent thinking in services and ownership helps to ensure the guidance for clients. Our team is available to help you make the best financial decisions for yourself, your business, and your family. Combining his native idealism with a results-insistent approach, Michael is driven to provide comprehensive financial strategies for every client. During a career that spans three decades, he has helped many people think freshly about how to grow, manage and protect their wealth. Michael heads the business advisory board for the Palm Beach Gardens Five Star Magnet program, he and is directly involved in organizing Magnet’s Arty Faulk Golf Classic, the program’s largest fundraising event. Veracity Financial Services is a division of Capital Markets IQ, LLC, a SEC registered investment advisor.  © 2018 Veracity Financial Services, Inc The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Veracity Financial Services, Inc., to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered personalized investment advice for compensation. Planning for retirement is complex, but we are committed to developing a personal strategy that will meet your unique retirement goals. Why Business Valuation? Veracity Financial Services has partnered with BizEquity, the leading and first-patented online business valuation service, to create this important resource for business owner clients. Business and Professional One size does not fit all when it comes to providing our clients with business planning and strategic solutions. Our goal is to help protect your organization's assets and support your growth goals. Veracity Financial Services was born from a passion to serve our clients with thorough and truthful information. Veracity Financial services offers a wide range of information on many aspects of planning for the future. Veracity Financial Services is a division of Capital Markets IQ, LLC, a SEC registered investment advisor.  © 2018 Veracity Financial Services, Inc The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Veracity Financial Services, Inc., to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered personalized investment advice for compensation.

KEY FACTS ABOUT VERACITY FINANCIAL SERVICES, INC.

Company name
VERACITY FINANCIAL SERVICES, INC.
Status
Active
Filed Number
P12000058075
FEI Number
45-5596864
Date of Incorporation
June 28, 2012
Age - 12 years
Home State
FL
Company Type
Domestic for Profit

CONTACTS

Website
http://veracityinsurancegroup.com
Phones
(561) 472-0815

VERACITY FINANCIAL SERVICES, INC. NEAR ME

Principal Address
4440 PGA Blvd, Suite 600,
Palm Beach Gardens,
FL,
33410,
US

See Also

Officers and Directors

The VERACITY FINANCIAL SERVICES, INC. managed by the two persons from Palm Beach Gardens on following positions: DPS, DVT

Michael H Simms

Position
DPS Active
From
Palm Beach Gardens, 33410

Adam S Jorgensen

Position
DVT Active
From
Palm Beach Gardens, 33410





Registered Agent is Aldo E Beltrano

From
JUPITER, 33458

Events

August 14, 2013
ARTICLES OF CORRECT-ION/NAME CHANGE
August 6, 2013
NAME CHANGE AMENDMENT

Annual Reports

2024
February 5, 2024
2023
January 19, 2023