Who is Vertex Financial Group?
We are headquartered in Denver with Advisors serving clients in Arizona,
California, Colorado, Connecticut, Idaho, Illinois, Oregon, Utah, Washington and Wyoming.
Why use Vertex Financial Group?
Your home is typically your most valuable asset and your mortgage your largest debt. It
is critical that both be properly managed from an income tax and investment
perspective. Today's mortgages are constantly changing financial vehicles and there are
hundreds of different mortgage options, thus, you need financial expertise to maximize
your opportunity. Many brokers and lenders lack the expertise to effectively coordinate
this asset/debt with your overall financial plan. Since its inception in 2000,
Vertex Financial group has maintained a big-picture focus for our clients; three members
of the leadership team are CERTIFIED FINANCIAL PLANNER® professionals.
We focus on clients, not on transactions.
Our Role as a Mortgage Specialist
When obtaining a mortgage loan, you can use the services of a bank, savings and
loan, credit union, another "financial services" institution or you can use the
services of a Mortgage Specialist. Typically a bank, savings and loan, or credit
union can only quote rates for the loans they offer as a retail outlet. As a
Mortgage Specialist, on the other hand, we shop among dozens of national and
local lenders for wholesale-priced loan programs designed to meet your unique
At Vertex Financial Group, we are residential mortgage specialists striving to
deliver the best advice, service, and rates for our clients in a professional and