Verismo Financial

Financial Services • Chicago, Illinois, United States • 1-10 Employees

Company overview

Headquarters	30 S Wacker Dr, 3910, Chicago, Illinois 60606, US
Phone number	+13127639662
Website	verismofinancial.com
NAICS	52
Keywords	Investment Management, Retirement Planning, Financial Planning, Wealth Management, Succession Planning, Financial Advisor, Estate, Educational Planning
Employees	1-10

Key Contacts at Verismo Financial

Frank Devincentis

Founder, Managing Partner, Financial Advisor

Yaelle Kimmelman

Marketing Director, Vice President, Registered Client Service Associate

Tracy Weidman

Director Of Client Analytics

Craig Eyler

Founder, Managing Director, Financial Advisor At Verismo Financial

Verismo Financial Email Formats

Verismo Financial uses 2 email formats. The most common is {first name} (e.g., john@verismofinancial.com), used 60% of the time.

Format	Example	Percentage
{first name}	john@verismofinancial.com	60%
{first initial}	j@verismofinancial.com	40%

About Verismo Financial

At Verismo Financial, our name reflects our core philosophy: derived from the Latin word “Vero,” meaning truth, reality or fact, we embody these principles in every aspect of our investment planning. The ethos behind the name is what led the founding partners, Frank Devincentis & Craig Eyler to go independent and start their own practice. While Verismo Financial is new, the team and our core vision is not. Our roots dating back to the late 70’s and over the years have fostered our current practice–a tightly knit team of financial professionals that have some of the most respected designations in the industry. Our multi-generational team and overall approach is what has allowed us to provide continuity to our family clients, many of whom we serve across three generations. Our clients trust us to provide clear, honest advice and we take that responsibility seriously. We don't just guide our clients through the complexities of investment planning; we walk alongside them, ensuring that every decision is grounded in reality and tailored to their unique needs. Our story is one of dedication, innovation and a steadfast belief in the values that guide us–truth and trust. As we continue to grow and evolve, these principles will remain at the heart of everything we do, driving us to deliver exceptional financial guidance for years to come.

Verismo Financial revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding