Vertex Financial Group Inc

Highlands Ranch, United States

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Description

Specialties

When obtaining a mortgage loan, you can use the services of a bank, savings and loan, credit union, another «financial services» institution or you can use the services of a mortgage specialist. Typically a bank, savings and loan, or credit union can only quote rates for the loans they offer as a retail outlet. As a mortgage specialist, on the other hand, we shop among dozens of national and local lenders for wholesale-​priced loan programs designed to meet your unique needs.

At Vertex Financial Group, we are residential mortgage specialists striving to deliver the best advice, service and rates for our clients in a professional and trustworthy manner.

History

Established in 2000.

Since its inception, Vertex Financial group has maintained a big-​picture focus for our clients; three members of the leadership team are Certified Financial Planner® professionals. We focus on clients, not on transactions.

We are headquartered in Denver with Advisors serving clients in Arizona, California, Colorado, Connecticut, Idaho, Illinois, Oregon, Utah, Washington and Wyoming.

Meet the Business Owner

Mike W.

Business Owner

Mike Waitt, the President of Vertex Financial Group, has been in the financial services industry since 1980. Starting his career in the insurance and investment field and holding various regional and corporate sales and management positions, he began focusing his efforts on residential mortgage lending in 1996 and continues in that capacity today.

Mike was one of the founding partners of Vertex Financial Group when it began operation in March 2000, and he continues to lead and direct the company’s operation in addition to his loan origination duties in the eight states in which he holds mortgage loan originator licenses.

In addition to Mike’s responsibilities as a company officer, his primary focus is serving his clients by providing objective expertise and advice with respect to their residential mortgage and other financial needs.