About Us

Our primary purpose at Verlin Financial is to earn our client’s trust and confidence by providing independent, objective and unbiased financial advice. Our mission is to go the second mile for our clients.

To better understand our clients’ unique goals and objectives, it is imperative that we really get to know our clients and find out what is important to them. This may require a series of initial meetings, as well as regularly scheduled meetings in the future. At the initial meeting, called an Orientation Meeting, we will be prepared, but will mostly listen. Additional meetings may be scheduled to present customized strategies to help clients work towards reaching or exceeding their goals.

We charge a fee for advice based on assets under management. We realize great satisfaction in helping organize our clients’ financial affairs. We believe that we are good at what we do and hope to do it for many years to come.

What to Expect When You First Contact Verlin Financial