BECOMING A CLIENT

Our Introductory Workshops

Each month we host an introductory dinner to provide attendees an opportunity to meet our staff and learn more about the services provided at Veater Financial Group. In general, the content is most relevant to those who are retired or within a year or two of retirement.

Would you or someone you know benefit from attending? Find out when our next dinner is by calling (559) 432-3877 or e-mailing us at vfgworkshops@lpl.com. 

SKIP THE WORKSHOP

Want to skip the workshop? Not a problem. Give our office a call at (559) 432-3877 and we'd be happy to schedule a consultation to review your current financial, tax and estate plan with one of our professionals.