Verecan is the evolution of their vision. A business that’s structured totally differently from the typical financial services firm. One that our founders are proud to operate, because it was built from the ground up to put client needs above all.

Verecan offers advice and financial services in every area you might need a trusted partner—insurance, mortgages, investment management, and financial planning. No matter what kind of financial help you’re looking for, you can count on us to put your best interests first. We don’t think of it as “selling” products. Rather, we provide the advice and services that are right for you and your goals.

We hope you’ll consider us your ally in your financial life. Having a skilled, knowledgeable, and experienced guide by your side takes the anxiety out of life’s financial decisions. And we have the decades of experience needed to make smart choices and offer wise advice to every client. Depend on us to plan for the ups and downs while expecting the unexpected.

We are the professionals you can depend on. The securities regulator has a strict set of requirements that portfolio managers must meet, and the designation is difficult to achieve—but we’ve earned it. Our portfolio managers meet the highest standards of professional certification in our industry.

We are founder led, employee owned, and fully independent. So you can trust us to do everything in our power to get you to your financial goals with integrity and honesty. And few if any other firms can say that with a straight face.