vertex [ver-teks] n. – the highest point.

At Vertex Wealth Management, we believe that both personalized service and trusted financial experience are crucial to achieving your highest potential in personal and professional realms. Whether you are accumulating wealth or enjoying retirement, money is a means to pursue your many life goals. Our firm has established a reputation for excellence in wealth management, as well as financial planning along a full spectrum of services from investment growth to insurance to retirement planning, and everything in between. As your partner in success, we insist on delivering only the highest, most comprehensive service as we work together to help secure your financial future.  


                                                                                                                   Connect With Us
Tell A Friend Tell A Friend


 
 
 

1325 Franklin Avenue, Suite 335 | Garden City, NY 11530 | Tel: 516-294-8200 | Fax: 888-729-8799

Privacy Policy

Securities offered through First Allied Securities, Inc.
A Registered Broker/Dealer Member FINRA/SIPC
Advisory Services offered through First Allied Advisory Services, Inc.
A Registered Investment Adviser

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation.

This site has been published in the United States for resident of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

The web sites listed are being provided for information purposes only. Although we assume the information is factually accurate, we are not responsible for the content as we are not affiliated with and do not endorse, authorize or sponsor any of the listed Web sites or their respective sponsors. First Allied Securities, Inc. is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. First Allied Securities, Inc. is not responsible for the content of any website or the collection or use of information regarding website's users and/or members.

Check the background of this financial professional on FINRA's BrokerCheck.