We know there are many qualified professionals you can turn to for assistance. You may turn to some for investment management, others for insurance related matters, still others for financial and retirement planning strategies. It has been our experience over the last fifty years that there are few who truly focus on meeting the overall financial needs of a successful client. New clients consistently express their frustration that even though they have received sound advice in a specific area, this advice is often without regard to their overall financial plan. They indicate that they want someone who can take the lead. They want someone who commits to their overall financial goals and who will develop and coordinate a comprehensive plan. At Mapstone | Veritas we call it comprehensive wealth management and we've built our firm with this in mind. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Mapstone Veritas Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 5538320.1(3/23)(Exp.3/27)
View Top Employees from Mapstone Veritas Financial GroupWebsite | http://www.mapstoneveritas.com |
Revenue | $3 million |
Employees | 16 (12 on RocketReach) |
Founded | 1970 |
Address | 755 Jefferson Road 3rd Floor, Rochester, New York 14623, US |
Phone | (585) 475-8400 |
Fax | (585) 292-1569 |
Industry | Financial Services, Finance General, Finance |
Competitors | Copper Canyon Wealth Management, Empire Financial Partners of New York, The Advice Center, Watermark Capital Management |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
Looking for a particular Mapstone Veritas Financial Group employee's phone or email?
The Mapstone Veritas Financial Group annual revenue was $3 million in 2024.
Tom Tarkowski is the Managing Partner of Mapstone Veritas Financial Group.
12 people are employed at Mapstone Veritas Financial Group.
Mapstone Veritas Financial Group is based in Rochester, New York.
The NAICS codes for Mapstone Veritas Financial Group are [52, 523, 5239, 52393].
The SIC codes for Mapstone Veritas Financial Group are [628, 62].