VERACITY FINANCIAL SERVICES, INC.
PALM BEACH GARDENS, FLORIDA

Veracity Financial Services, Inc., located in Palm Beach Gardens, Florida, is an independent financial advisory firm known for its customized risk management services and retirement strategies tailored to meet the unique needs of both individuals and businesses. The company was founded by Michael H. Simms and Adam S. Jorgensen and operates as a division under Capital Markets IQ, LLC, which is registered with the SEC as an investment advisor. Established in June 2012, Veracity Financial Services prides itself on providing thorough, researched-backed financial advice that assists clients in understanding and preserving their wealth. The firm's commitment to integrity and quality service has earned them a reputation for educating clients comprehensively, enabling confident decision-making aligned with personal goals. By collaborating with an array of professionals like attorneys and CPAs, the company provides holistic financial guidance and can recommend top-tier advisers who meet stringent standards of excellence. The advisory board, led by Michael H. Simms, further demonstrates their dedication to community involvement and service. Veracity Financial Services offers a broad spectrum of services that include business valuation in partnership with BizEquity's online platform, thereby supporting business owner clients with strategic planning solutions. Their mission extends to protecting organizational assets while encouraging growth, affirming that 'one size does not fit all.' To maintain client confidentiality and ethical standards, Veracity Financial Services explicitly states that the information provided is for general purposes only, not constituting personalized investment advice or legal tax recommendations. Clients are advised to consult with qualified professionals regarding specific needs related to tax or legal matters. The firm maintains its operations under its mailing address: 4440 PGA Blvd, Suite 600, Palm Beach Gardens, FL, and can be reached at (561) 472-0815.