Typically, your home is your most valuable asset, and your mortgage your largest debt. From both an income tax and an investment perspective, it is critical that both are managed properly. Based on your personal and financial goals, we will provide you with a long-term perspective for your personal mortgage planning.

Know that our strength and advantage is in our Loan Advisors. At Vertex Financial Group, each Loan Advisor either possesses the CFP® Certified Financial Planner™ certification or is actively pursuing one. This gives Vertex the unique knowledge and the ability to go far beyond our competitors in providing a sound financial planning approach to your mortgage management.

This site can provide you with information that is necessary and critical to making the right decisions for your future. We have provided Financial Calculators, information on Rates, Credit and various other applications to help you achieve your goals. Our planning experts will also be happy to assist you in deciding which options will be best for you. Please inquire, we will be glad to help.

Vertex Financial Group is a Residential Mortgage Specialist headquartered in Denver, Colorado serving clients in Arizona, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Nevada, Oregon, Tennessee, Virginia and Washington.

CFP®, CERTIFIED FINANCIAL PLANNER™ and  are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.