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Vertical Financial Group

We are a team of independent financial advisors helping companies and individuals elevate their plans.

With over a century of collective experience, we understand the most important thing that we do is understand your unique situation and challenges. Whether you are looking for help with your company’s retirement plan or assistance building a personal wealth plan including attention to investments, insurance, estate planning, medicare, life transitions and taxes, we are here to help.

Together we will set goals, define strategies and make sure that your plan will hit the mark to improve outcomes.