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G U I D I N G  Y O U  T O  F I N A N C I A L  F R E E D O M

Investment Management for

Individuals and Families

Our services

At Vernick Financial we want to know what your hopes, dreams, goals and objectives look like. From there, we create and maintain a customized financial plan to help you preserve and grow your assets. We look at the big picture and then apply a thorough planning process to create a legacy of support that spans generations. Few financial planners’ help their clients invest with this multi-generational outlook.

Our financial planning services include:

  • Estate conservation
  • Risk management
  • Investment planning
  • Retirement planning
  • Tax management
  • Long-term care planning
  • Cash management
  • Charitable giving

Let our team create a financial plan that works for every aspect of your life and across the generations — from planning for college to funding eldercare expenses. We have more than 50 years of combined experience to guide you in reaching these important goals.