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Vertex Financial Group logo — For licensing information, go to www.nmlsconsumeraccess.org

Vertex Financial Group

For licensing information, go to www.nmlsconsumeraccess.org

Founded 2000 United States Highlands Ranch, United States 31 employees Financial Services, Lending and Investments

General Information

Company Name Vertex Financial Group
Founded Year 2000
Location United States Highlands Ranch, United States +1
Employees 31
Industries Financial Services, Lending and Investments
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About Vertex Financial Group

Vertex Financial Group is a team of residential mortgage specialists headquartered in Denver, with Advisors serving clients in Arizona, California, Colorado, Connecticut, Georgia, Idaho, Illinois, Maryland, Oregon, Utah, Washington, and Wyoming. Founded in 2000, the company holds various state licenses and focuses on Financial Services, Lending, and Investments. With a big-picture focus, the team includes CFP® (Certified Financial Planner™) professionals who prioritize clients over transactions. Vertex Financial Group actively shops among dozens of national and local lenders for wholesale-priced loan programs to meet clients' unique needs, providing the best mortgage advice, professional service, and low-interest rates in a professional and trustworthy manner. The company emphasizes the critical management of homes and mortgages from an income tax and investment perspective, highlighting the constantly changing nature of today's mortgages and the importance of financial expertise. This approach aims to ensure that clients can maximize their opportunities and effectively coordinate their asset/debt with their overall financial plan. For more information and licensing details, interested parties can visit www.nmlsconsumeraccess.org.

Taxonomy: Residential Mortgage Lending, Mortgage Refinancing, Mortgage Planning, Financial Planning, Wholesale Loan Programs, Interest Rate Management, Real Estate Finance, Certified Financial Planners, Financial Advisory Services

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Vertex Financial Group Alternatives & Competitors

Vertex Financial Group vs
Mid Valley Financial
Mid Valley Financial United States

NMLS#219418

44 employees
Vertex Financial Group vs
Willamette Falls Financial LLC
Willamette Falls Financial LLC United States

Professional mortgage company specializing in residential mortgages

3 employees
Vertex Financial Group vs
Ricacorp Mortgage Agency
Ricacorp Mortgage Agency Hong Kong S.a.r.

Ricacorp Mortgage Agency works for you not for a bank. Fulfilling your financial need is our utmost...

84 employees
Finance, Financial Services

FAQ About Vertex Financial Group

For licensing information, go to www.nmlsconsumeraccess.org
Vertex Financial Group was founded in 2000.
Vertex Financial Group is headquartered in Highlands Ranch, United States.
Vertex Financial Group operates in the following industries: Financial Services, Lending and Investments.
Vertex Financial Group has approximately 31 employees.
Top alternatives and competitors to Vertex Financial Group include Mid Valley Financial, Willamette Falls Financial LLC, Ricacorp Mortgage Agency, Falcon Bridge Capital, LLC., Ocean Lending Home Loans, Inc. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Vertex Financial Group and Mid Valley Financial are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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