Our Services

The Verdi Group is committed to helping our clients achieve their financial goals for themselves, their families and their businesses by providing them with strategies for asset accumulation, preservation and transfer. We offer a full range of financial services, including:

• 403(b)s
• 457(b)s
• Managed Accounts / Wealth Management
• IRAs and Roth IRAs
• Financial Planning
• 401(k)s
• Mutual Funds
• Life Insurance
• 529 College Savings Accounts