Innovation and insight to users' financial journeys
$10m
Platform has ensuring secure and efficient financial
50m
Users worldwide, providing them with financial solutions
What Our Clients Are Saying
Testimonials are based on individual client experiences and may not be representative of all experiences. Past performance is not a guarantee of future results.
Our Vera Financial relationship started with an insurance discussion and evolved organically as the team built a solid financial plan based on our goals and aspirations. They take the time to educate, share options, and help us make the right financial decisions, backing up their opinions with tangible data. Working with Vera Financial is one of the better decisions we’ve ever made.
T&G R.
We’ve always had a vision for where we wanted to be financially but needed some help getting there. Steven, the Vera Financial team, and their planning process delivered, helping us organize our accounts, centralize management, and implement a laser-focused financial strategy. When we have questions or need advice, it’s easy to reach the Vera team for ideas and assistance.
R&L S.
Accessibility, transparency, and personality – those are the 3 things that drew my wife and me to Vera. Steven and Arthur took the time to get to know us while answering our questions. They helped us understand how our current financial decisions would impact us down the road, then used the Vera Financial planning process to build a comprehensive financial plan around our family and business needs!
R&J C.
Insights for informed financial decisions
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