Veritas Strategies

Lisa Morvillo 

on Google

4 months ago

I highly recommend Veritas for financial planning. Scott and Matt are phenomenal! They have guided me through growing my small business over the last 8 years. They have also helped with purchasing Life Insurance and planning for a comfortable retirement. 

Vincent Vesci 

on Google

a year ago

My wife and I run our own business and since connecting and entrusting Veritas with our short and long term financial goals over the past 7 years, it has provided a great level of peace of mind. Veritas listens, understands our goals and we meet annually to review and revise anything they may see to help plan out the next 20 to 30 years. Scott and Matt Shaw are superb, make a great Team and we are so very pleased we have them as partners!! 

James Beck 

on Google

5 years ago

My husband and I believed in handling most of our financial investing and tax preparation ourselves, until we approached retirement age and had aging parents. Veritas Strategies came highly recommended to us by many sources as an honest and hard-working organization and we have never been disappointed. In the 4 years that we have worked with Veritas, we have always taken part in our financial decisions and with no pressure to hurry. They are available for our numerous questions and we look forward to meetings, knowing we wil... read more

Nancy Taylor 

on Google

5 years ago

When I retired six years ago from a very full career and relocated to a different state, the transition was difficult. At about the same time, my financial advisor of several years also retired; and so, I was seeking to build a new financial relationship of trust. Through family members, I was introduced to Joe Bisulca and Scott Shaw of Veritas Strategies. From them, I learned a unique approach to managing my retirement resources. This did not happen overnight as they patiently answered my questions and educated me in their ... read more

Cheryl Child 

on Google

5 years ago

I have been working with Scott and Matt Shaw for several years. They are not only extremely competent, but have bent over backwards to help me understand how and why they are make various recommendations. They are empathetic and caring, they listen to me and my needs and concerns and are responsive to them. Joe has been extremely responsive and helpful, as well. I can not recommend them, and Veritas highly enough!