Veritas Financial Strategies, LLC | Edina, MN

Contact Us

3600 Minnesota Drive

Suite 100

Edina, MN 55435
  • Office: 952.897.5011
  • Fax: 952.897.5007

  • E-mail address: Terry@vfstrategies.com
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    • Contact Us
    • Advanced Planning Videos
    • Client Login
    • Product Solutions
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    • Meet Terry
    • Meet Josh
    • Meet Ethan
    • Meet Courtney
    • Meet Amy
    • Meet Maggie
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  • Products & Services
    • Services for Businesses
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    • The Nautilus Group
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    • Online Account
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    • MainStay Mutual Funds
    • Eagle Strategies
    • Envestnet Client Portal
  • Contact Us
 
  • We have the answers... and we're happy to share

  • You planned for
    his arrival

    Plan to always protect the ones you
    love most.

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  • Bring your career to life

  • Your employees count on you

    And you can count on us for affordable, voluntary benefits programs for your business.

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  • We're right here
    with you

  • Bring your career to life

  • New York Life is dedicated to serving professional advisors

  • We're right here
    with you

  • Bring your career to life

  • We're here
    to help

  • What's your retirement income mindset?

    Not everyone thinks about retirement income in the same way.

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  • A legacy of love

    We hope the worst won't happen, but sometimes it does. Leave a legacy of love and financial security - make getting life insurance a priority.

    WATCH VIDEO
  • We're in this together

  • What do you want
    to do?

  • It all starts with you

  • We have the answers... and we're happy to share

 

Account Access

  • Online Account
  • NYLIFE Securities
  • MainStay Mutual Funds
  • Eagle Strategies
  • Envestnet Client Portal

Veritas Financial Strategies, LLC | Edina, MN

Contact Us

3600 Minnesota Drive

Suite 100

Edina, MN 55435
  • Office: 952.897.5011
  • Fax: 952.897.5007

  • E-mail address: Terry@vfstrategies.com
LinkedIn
  • Home
  • About Us
    • Our Firm and Brand
    • Our Location
    • Investment Management
    • Our Team
    • Our Process
    • Strategic Alliances
    • Community Involvement
    • Newsletters
    • Our Resources Diagram
    • Contact Us
    • Advanced Planning Videos
    • Client Login
    • Product Solutions
    • Calculators
    • Eagle Strategies LLC
    • Helpful Links
    • Meet Terry
    • Meet Josh
    • Meet Ethan
    • Meet Courtney
    • Meet Amy
    • Meet Maggie
    • Tell A Friend
  • Products & Services
    • Services for Businesses
    • Services for Individuals
    • The Nautilus Group
  • Account Access
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Eagle Strategies
    • Envestnet Client Portal
  • Contact Us

Terry Lewis (CA Insurance Lic. #0778399), Joshua Batalden, and Courtney Ruiz (CA Insurance Lic #4197217) are collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MN, AZ, CA, CO, CT, DC, FL, IA, MA, MD, MI, MO, ND, NE, NV, NY, OR, SD, TX, UT, VA, WA & WI.

Terry, Joshua, and Courtney are Registered Representatives collectively licensed to offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 3600 Minnesota Drive, Suite #100, Edina, MN 55435 - (952) 897-5011. In this regard, this communication is strictly intended for individuals residing in the states of MN, AZ, CA, CO, FL, IN, MI, MA, MD, MN, MO, ND, NE, NY, NV, OR, SD, TX, VA, WA & WI. No offers may be made or accepted from any resident outside the specific states referenced.

Terry, Ethan Anderson, and Joshua are also registered as investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of MN, AZ, CA, CT, FL MD, MO, NH, NV, NY, SC,SD NV, NY, TX, VA & WI. As such, these services are strictly intended for individuals residing in the specific states referenced.

NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Insurance companies.

VERITAS FINANCIAL STRATEGIES, LLC is not owned or operated by NYLIFE Securities, Eagle Strategies or any of their affiliates.

Terry is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

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Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf