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Who is Vertex Financial Group?
We are headquartered in Denver with Advisors serving clients in Arizona, California, Colorado, Connecticut, Georgia, Idaho, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Oregon, Virginia, Tennessee, Utah, Washington and Wyoming.
Why use Vertex Financial Group?
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. Today’s 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 coordinate this asset/debt with your overall financial plan. At Vertex Financial Group, each of our Advisors possess the CFP® (Certified Financial Planner™) certification or are actively pursuing it, giving us the unique ability to go beyond our competitors and provide sound financial planning counsel. In addition, we are part of Highland Financial Resources, an association of independent financial, legal, and accounting professionals. As such, we can bring a variety of professional resources to the table when needed.
Our Role as a Mortgage Specialist
When obtaining a mortgage loan, you can use the services of a bank, savings & loan, credit union, another “financial services” institution—or you can use the services of a Mortgage Specialist. Typically a bank, savings & loan, or credit union can only quote rates for the loans they offer as a retail outlet. As a Mortgage Specialist, on the other hand, 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 are residential mortgage specialists striving to deliver the best advice, service, and rates for our clients in a professional & trustworthy manner.
Vertex Financial Group, Inc. 640 Plaza Drive, Suite 120 Highlands Ranch, CO 80129 Office: 303-407-0200 FAX: 303-407-0207 Toll Free: 877-939-0339
For information regarding the Certified Financial PlannerTM designation please visit the Certified Financial Planner Board of Standards website at www.cfp.net
Arizona Mortgage Broker #MB-0903574
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