Vertex Financial Group is a team of residential mortgage specialists. We are headquartered in Denver with Advisors serving clients in Arizona, California, Colorado, Connecticut, Idaho, Illinois, Oregon, Utah, Washington, and Wyoming.
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.
At Vertex Financial Group, each of our Advisors possess the CFP® (Certified Financial Planner™) certification or are actively pursuing it, giving us the unique ability to go beyond our competitors and provide sound financial planning counsel.
When obtaining a mortgage loan, you can use the services of a bank, savings & loan, credit union, another “financial services” institution—or you can use the services of a Mortgage Specialist. Typically a bank, savings & loan, or credit union can only quote rates for the loans they offer as a retail outlet. As a Mortgage Specialist, we shop among dozens of national and local lenders for wholesale-priced loan programs designed to meet your unique needs. At Vertex Financial Group, we are residential mortgage specialists striving to deliver the best advice, service, and rate for our clients in a professional & trustworthy manner.
Specialties
Residential Mortgage Lending, Refinancing, Purchase, Mortgage Planning
