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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  • Home

    • Contact Us
    • Our Firm and Brand
    • Our Location
    • Services for Businesses
    • Services for Individuals
    • Investment Management
    • Our Team
    • Our Process
    • Strategic Alliances
    • Community Involvement
    • Newsletters
    • Organizational Chart
    • 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
    • The Nautilus Group
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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
    • Organizational Chart
    • 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, Ethan Anderson (CA Insurance Lic# 4008444), and Courtney Ruiz 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, Ethan, 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, Joshua and Ethan 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.

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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