Business


Veracity Financial Services 65% of small business owners do not have proper exit plans in place.*

One size does not fit all when it comes to providing our clients with business planning and strategic solutions. From property insurance to retirement services, we provide strategies for the full spectrum of business enterprises.

We are independently owned and operated by our founding partners. This allows us the flexibility to provide objective solutions for our clients. We work with our clients’ attorneys, CPAs or other advisers to contribute to a holistic and comprehensive financial picture.  As needed, we can recommend advisers in various capacities who meet our standards for excellence.

Whether you operate in one state, one country or around the world, or just need Florida Property Insurance, Veracity can help you minimize the cost of risk and maximize protection so you can focus on growing your business.

*Source: LIMRA Small Business Owner Report, 2009

Veracity Financial Services is a division of Capital Markets IQ, LLC, a SEC registered investment advisor. 

© 2016 Veracity Financial Services, Inc

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Veracity Financial Services, Inc., to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered personalized investment advice for compensation.