Vertex Financial Group

Financial ServicesColorado, United States11-50 Employees

Vertex Financial Group is a team of residential mortgage specialists. We are headquartered in Denver with Advisors serving clients in Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Maryland, Oregon, Texas, Utah, Virginia, Washington, and Wyoming. Company NMLS number is 3051.

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. Many brokers and lenders lack the expertise to effectively coordinate
this asset/debt with your overall financial plan. 

Since its inception in 2000, Vertex Financial group has maintained a big-picture focus for our clients; three members of the leadership team are CFP® (Certified Financial Planner™) professionals. We focus on clients, not on transactions.

Typically a bank, savings & loan, or credit union can only quote rates for the loans they offer as a retail outlet. As mortgage specialists, 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 promise to provide you with objective mortgage advice, professional service, and low-interest rates in a trustworthy manner.

Vertex State Licenses

AZ - MB-0903574
CA - DRE01477418
CO - Regulated by the Colorado Division of Real Estate
CT - 13467
FL - MBR 5654
GA - 23168
ID - MBL-6509
IL - MB.0005953
MD - 21444
OR - ML-2136
TX - 3051
UT - 7003412-NMLC
VA - MC-7825
WA - MB-3051
WY - MBL-776

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