Verso Financial Employee Directory

Financial ServicesIndiana, United States2-10 Employees

Verso Financial is a financial services practice focused on comprehensive financial and estate planning, operating entitlement to manage assets and provide retirement plan services. Based in Mishawaka, Indiana, with offices in Mishawaka and Indianapolis, the firm emphasizes fee- and commission-based planning for individuals and privately held businesses, including retirement plans for companies with fewer than 100 employees. The organization positions itself within the wealth management and financial planning segment, managing assets for clients and offering integrated planning that covers personal finances and corporate needs. The company serves small to mid-sized clients seeking structured guidance in retirement, estate, and broader financial strategies, aiming to align financial goals with long-term wealth preservation. Verso Financial operates with a small professional team and serves the Indiana market from its Mishawaka location, reflecting a targeted regional focus within the broader financial services industry.

Sign up for free to view info

Company overview Email format