Financial - Investments & Consultants Financial Institutions & Services
Veritas Financial Solutions is a Personal CFO firm: taxes, investments, bookkeeping, retirement plans, estate planning, and life insurance, coordinated under one roof.
Most families and business owners juggle a financial advisor, a tax preparer, a bookkeeper, and an estate attorney, and none of them talk to each other. Gaps form between them. Veritas was built to close those gaps: one firm, one relationship, everything working together.
Founder JC Marrero has spent more than two decades in financial services, starting in banking in 2004 and serving as a Financial Advisor at a major firm before going independent. He holds Series 7 and Series 66 securities registrations with LPL Financial, a California life insurance license, and CTEC registration as a tax preparer (CRTP #A360901).
“Truth equals trust. That’s the whole reason this firm exists.”
Based in Redding. Meet in person or by video, your choice.
