Verbatim Financial

We work with busy professionals who have limited time for their finances and do not want to handle them themselves. We develop and implement comprehensive financial plans, so our clients can focus on the aspects of their lives they find most important.

Verbatim exists to give honest advice, without the conflicts of interest and high costs that come with commissioned sales, or the burdensome fees generated when based on a percentage of clients’ assets.

• Flat-fee, Fee-only financial advisor

• John Stoj
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