Andy Duncan's Contact Details

Andy Duncan's Company Details

Vertex Financial Group

Highlands Ranch, Colorado, US • 34 Employees
Financial Services

Vertex Financial Group is a team of residential mortgage specialists. We are headquartered in Denver with Advisors serving clients in Arizona, California, Colorado, Connecticut, Georgia, Idaho, Illinois, Maryland, Oregon, Utah, Washington, and Wyoming. Company NMLS number is 3051. Your home is typically your most valuable asset and your mortgage your largest debt. It is critical that both be properly managed from an income tax and investment perspective. Today’s mortgages are constantly changing financial vehicles and there are hundreds of different mortgage options; thus, you need financial expertise to maximize your opportunity. Many brokers and lenders lack the expertise to effectively coordinate this asset/debt with your overall financial plan. Since its inception in 2000, Vertex Financial group has maintained a big-picture focus for our clients; three members of the leadership team are CFP® (Certified Financial Planner™) professionals. We focus on clients, not on transactions. Typically a bank, savings & loan, or credit union can only quote rates for the loans they offer as a retail outlet. As mortgage specialists, 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 strive to deliver the best mortgage advice, the best professional service, along with low-interest rates for our clients in a professional and trustworthy manner. Vertex State Licenses AZ - MB-0903574 CA - DRE01477418 CO - Regulated by the Colorado Division of Real Estate CT - 13467 GA - 23168 ID - MBL-6509 IL - MB.0005953 MD - 21444 OR - ML-2136 UT - 7003412-NMLC WA - MB-3051 WY - MBL-776