Veritas Financial Services
920-893-5262

Margaret Wittkopp

Our Team Approach takes the OVERWHELM out of Your Financial Decisions!

We are committed to
Your Investing Education
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Veritas is a Latin wording meaning truth

At Veritas Financial Services we seek the truth of investing on behalf of investors. We seek it In the academic research that is the basis of all our investing decisions.

Explore our classes to learn more. Become a Veritas investor.

Our mission at Veritas Financial Services is to educate people in the truths of investing and to help people move from a life of scarcity to one of abundance.

Preserve

Let us take the worry out of paying taxes. We offer a variety of tax services, and we will help you in a fair and professional manner.

Protect

We offer comprehensive analysis in the areas of Life, Long Term Care, Estate Planning, and more.

Build

We offer a disciplined and cost-effecient approach to investing for both individual investors and businesses.

Plymouth Office

506 E Mill Street, Suite 101
Plymouth, WI 53073
Phone: 920-893-5262
Fax: 920-893-5689
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Oshkosh Office

923 South Main St.
Oshkosh, WI 54901
Phone: 920-251-4862
Fax: 920-893-5689
See Map

Veritas Financial Services 920-893-5262