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Veracity Financial Services

Business Address:
4440 PGA Blvd.
Suite 600
Palm Beach Gardens, FL 33410
Palm Beach County

Business Contact:
Mr. Michael Simms
Partner/President
Contact Veracity Financial Services

Veteran Owned Business | Army, Separated | Member since January 9th, 2013


Veracity Financial Services d.b.a 'Veracity Advisers' is a High Impact Business and Tax Advisory Services, CPA Consultants, Fiduciary-Based Wealth Management firm providing "Prudent High Impact Planning" for business owners and individuals in concert with their CPAs and accounting teams.

Business coaching and consulting is built from the foundational perspective that, building value in one's business is never untimely! Whether preparing for a 'down' business cycle, or for the owner's ultimate exit, understanding and building the intrinsic drivers of value for one's business should be an ongoing practice. Utilizing our Value Builder System we are able to identify, explore and improve the key value drivers in any business to enhance its market position and ultimate strength.

Tax/CPA consulting....we are not CPAs though we work via the CPA Team-Based Model to support CPAs in delivering proactive, comprehensive, and high-impact planning strategies for their business and individual clients. Our partnerships with CPAs support their vision to evolve into the "Most Trusted Advisor" for their clients.

Fiduciary Based Wealth Management - We are fiduciaries and serve our clients....we do not serve a firm or industry that directs our recommendations and efforts based upon a compensation plan. As such, we have every strategy and product available to us when conceiving, presenting, and implementing strategies for our clients. Our clients deserve our representation of them to the financial, risk management, and tax-planning industries, rather than having us represent those industries to them (as a vast majority of our competitors do).

Optimum planning begets optimum strategies and optimum outcomes.

Please mention you proudly found Veracity Financial Services on Veteran Owned Business (VOB)!

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Hours of Operation

We work to a standard....not to a time. So, we are always seeking, planning and learning to serve our partners and clients.

Listings

NAICS Codes

NAICS Code 561499: All Other Business Support Services
NAICS Code 541219: Other Accounting Services

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