Vertex Financial Group

Description

• Vertex Financial Group is a team of residential mortgage specialists. We are headquartered in Denver with Advisors serving clients in Arizona, California, Colorado, Connecticut, Georgia, Idaho, Illinois, Maryland, Oregon, Utah, Washington, and Wyoming. Company NMLS number is 3051.Your home is typically your most valuable asset and your mortgage your largest debt. It is critical that both be properly managed from an income tax and investment perspective. Todays mortgages are constantly changing financial vehicles and there are hundreds of different mortgage options; thus, you need financial expertise to maximize your opportunity. Many brokers and lenders lack the expertise to effectively coordinatethis asset/debt with your overall financial plan. Since its inception in 2000, Vertex Financial group has maintained a big-picture focus for our clients; three members of the leadership team are CFP® (Certified Financial Planner) professionals. We focus on clients, not on transactions.Typically a bank, savings & loan, or credit union can only quote rates for the loans they offer as a retail outlet. As mortgage specialists, we shop among dozens of national and local lenders for wholesale-priced loan programs designed to meet your unique needs. At Vertex Financial Group, we strive to deliver the best advice, service and rates for our clients in a professional and trustworthy manner.
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  Headquarters:640 Plaza Drive Suite 120, Highlands Ranch, Colorado, United States

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  Phone Number: +1 303-407-0200

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  Website: https://www.vertex-financial.com

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  Employees:29

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  Revenue:$1 - 10M

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  Legal Name:Vertex Financial Group

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• |  NAICS Code: 522291  |

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