This profile has been claimed by the business owner or representative.
You can have money and still not be happy. That’s why Veritas Strategies doesn’t focus on money or the dollar-value of investments. We focus on true contentment and true wealth – however you define them. “Veritas” means true, and truth is at the heart of our financial planning philosophy. For some, true wealth is simply “having enough” to help eliminate financial concerns. For others, it’s the freedom to travel, the power to be generous, or the resources to follow a dream. Our planning focuses on true wealth.
18 North Main Street, Suite 210, Doylestown, PA, 18901, United StatesGet directions
|Mon||8:00 a.m. to 5:00 p.m.|
|Tue||8:00 a.m. to 5:00 p.m.|
|Wed||8:00 a.m. to 5:00 p.m.|
|Thu||8:00 a.m. to 5:00 p.m.|
|Fri||8:00 a.m. to 5:00 p.m.|
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
Serving in a non profit organization for 47 years, my husband and I didn't think we really had money to invest. But when our parents passed away and we were blessed with some inheritance, Scott and Matt Shaw were the perfect men to listen to. Their insights, wisdom, knowledge, and sensitivity were invaluable for us in charting our retirement course. They also have always patiently answered our questions: sometimes more than once to overcome our density! We would recommend them highly.
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
I have worked with the team at Veritas for 25+ years and am happy to say that the advice given way back when and along the way has and is coming to fruition. They provide a common sense approach with a complete plan covering everything from protection of assets, college funding (for 4), tax minimization, retirement, and more. The plan is that of maximizing the assets you have, not asking you to spend more. Yearly tweaks and conversations help keep the plan on track in these so ever changing times. Very thankful for the ... read more
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!
Veritas Strategies has a 5 star rating with 8 reviews.
Veritas Strategies is closed now. It will open on Thursday at 8:00 a.m.