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Verde Capital Mgmt-clarkston
- Financial Services
- Clarkston, MI
About this business
Location details
8031 Ortonville Rd Ste 170, Clarkston, MI, 48348, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:30 p.m. | |
| Tue | 9:00 a.m. to 6:30 p.m. | |
| Wed | 9:00 a.m. to 6:30 p.m. | |
| Thu | 9:00 a.m. to 6:30 p.m. | |
| Fri | 9:00 a.m. to 6:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Cindy and the team at Verde have made my life so much better from navigating financial matters to simply planning in practical ways. I recently moved back to Michigan after decades and Verde came highly recommended and after one informative face to face meeting they confidently assured me they had my back and I eagerly moved all of my portfolio over to Verde. It’s been a wonderful experience, Cindy patiently explains the processes and market in ways I finally understand. I will never look back and feel so positive what the f... read more
We highly recommend Verde Capital Management, and have had nothing but positive experiences working with Carl, Jack, and Morgan. They are extremely knowledgable and committed to helping us achieve our financial goals. What sets them apart is their personalized approach - they truly care and take time to build a customized financial plan. They are readily available to answer questions and provide expert advice. We couldn't be more satisfied with Verde!
My wife and I were referred to Verde by friends who have had a great experience with them. As we transitioned to retirement, we wanted expertise in managing our assets to ensure we don't outlive our money on one hand, and get the most we can from our available capital on the other. Happily, this is the approach the Verde team takes, and after a positive initial meeting we signed up. We've been clients for almost a year now, and are happy to recommend them to others. We no longer worry about our investments day to day, and va... read more
My husband and I have had nothing but a GREAT experience with Verde. Morgan and Matthew's knowledge has been so helpful and I've really appreciated their guidance and expertise. Would highly recommend!
My extended family has worked with Verde Capital Management for many years, and we were recommended to work with them too. Morgan and Jack have helped us set up our accounts, set up a will, and get a life insurance policy in place. We are grateful for their knowledge in the financial landscape, so we can focus on our other goals. I look forward to working with them as time goes on. I also want to mention that Katie at the front is very welcoming, and sends follow up emails and documents faster than we can get home from our m... read more
Frequently asked questions about Verde Capital Mgmt-clarkston
How is Verde Capital Mgmt-clarkston rated?
Verde Capital Mgmt-clarkston has a 5 star rating with 108 reviews.
When is Verde Capital Mgmt-clarkston open?
Verde Capital Mgmt-clarkston is closed now. It will open on Monday at 9:00 a.m.
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