Verdi Wealth Management

www.verdiwealthplanning.com

We have been helping individuals, families, and institutions reach their financial goals for almost 30 years. Our advisors help clients with all aspects of their financial world, including investment management, estate planning, and tax planning and preparation. Our job is to know our clients well. We want them to have a complete roadmap for their financial future, and do not want this to be complicated. We would like our clients to be able to describe their plan for retirement or other goals in 60 seconds or less, and make it understandable to the listener. When you work with Verdi Wealth Management, we promise you will discover a level of advice & service that you never knew existed in a client-advisor relationship. Please follow us on Facebook: https://www.facebook.com/pages/Verdi-Wealth-Planning/409557782516772 This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, ID, IL, IN, MT, NM, OR, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services offered through Verdi Wealth Management. Review our Terms of Use: www.commonwealth.com/termsofuse.html Verdi Wealth Management 412 E. Parkcenter Blvd. #325 Boise, ID. 83706 208.331.7858

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We have been helping individuals, families, and institutions reach their financial goals for almost 30 years. Our advisors help clients with all aspects of their financial world, including investment management, estate planning, and tax planning and preparation. Our job is to know our clients well. We want them to have a complete roadmap for their financial future, and do not want this to be complicated. We would like our clients to be able to describe their plan for retirement or other goals in 60 seconds or less, and make it understandable to the listener. When you work with Verdi Wealth Management, we promise you will discover a level of advice & service that you never knew existed in a client-advisor relationship. Please follow us on Facebook: https://www.facebook.com/pages/Verdi-Wealth-Planning/409557782516772 This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, ID, IL, IN, MT, NM, OR, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services offered through Verdi Wealth Management. Review our Terms of Use: www.commonwealth.com/termsofuse.html Verdi Wealth Management 412 E. Parkcenter Blvd. #325 Boise, ID. 83706 208.331.7858

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Country

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State

Idaho

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City (Headquarters)

Boise

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Employees

1-10

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Founded

1990

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Director of Operations

    Email ****** @****.com
    Phone (***) ****-****
  • Partner / Senior Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Cpa

    Email ****** @****.com
    Phone (***) ****-****

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