Financial Services

We use a mix of traditional and digital marketing methods and targeted public relations to develop a strategic solution that helps you build trust with potential customers, solidify your position as industry thought leaders, and exceed revenue goals.

The financial services industry is incredibly competitive. Meaning, brands need to do more than engage target customers—they need to reach the right decision makers and persuade them to act.

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Verasolve has an extensive record of supporting clients in the financial services industry, such as:

  • Wealth managers and financial advisors
  • Commercial banks
  • Venture capital firms
  • Insurance providers
  • Credit unions


  • Access National Bank
  • Acorn Financial Services
  • Aldrich Capital Partners
  • AOG Wealth Management
  • Bernhardt Wealth Management
  • Black Knight Asset Management
  • Blackstreet
  • Broad Oak Capital
  • Capital Associates
  • Capital One
  • Cassaday & Company, Inc.
  • The McLean Group
  • Moore Wealth
  • MV Financial
  • PaymentVision
  • Potomac Capital Apartment Fund
  • RapidAdvance
  • Reby Advisors
  • Research Financial Solutions
  • Revere Bank
  • Rose Financial Solutions
  • Sachs Capital

Case Studies

Acorn Financial Services

Cassaday & Company

Highline Wealth Management

Snowbird Capital


FI Consulting

“We hired Verasolve to support our strategic marketing, public relations and branding initiatives with the goal of building awareness and increasing Revere Bank’s name recognition. Your team has proved to be a valuable resource in helping us achieve these goals.”

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Lena Marcellino

SVP-Director of Marketing - Revere Bank

“Verasolve clearly understands our goals and has provided the marketing expertise that we feel will support our commitment to expand our presence in our local market area.”

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Robert Pincus

Vice Chairman - EagleBank

“I’m writing to tell you of our satisfaction with all the hard work your team has put toward Cassaday’s marketing and public relations initiatives. We really value the extensive wealth management experience you bring to our efforts in these areas.”

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Stephan Cassaday

CFP®, CFS, Founder, President & CEO - Cassaday & Company, Inc.

“I sincerely believe that Verasolve’s services have provided real value for Wealth Strategies Group and I have been very pleased with their efforts.”

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Patrick Carroll

CFP, Founder and Principal - Wealth Strategies Group

“The combination of your PR efforts and development, coordination and implementation of a penta-millionaire lead generation effort and events have been outstanding.”

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Neal Simon

Founder and CEO - Highline Wealth Management

“You and your team have been integral in helping us to promote our Government Contractor Lending business, with the brochures you created and the updates to our website that you have made, among other projects. ”

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David Pijor

Chairman and CEO - FCV Bank

“We have found your team’s knowledge of the independent wealth management industry to be unparalleled among marketing and public relations professionals we have come across in the past.”

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Brett Bernstein

Co-Founder - XML Financial Group

“Verasolve has delivered tangible results for Snowbird Capital, which have strengthened our position in a competitive field and directly supported our business development efforts.”

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Nelson Carbonell

Chairman and CEO - Snowbird Capital

“Verasolve’s involvement led to increased event attendance and helped Hardesty Capital Management secure valuable business leads. The Verasolve team’s work has integrated seamlessly into our marketing and business development efforts.”

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Steve Shea

President - Hardesty Capital Mangement

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Contact us today to learn how we can help you enhance brand awareness, generate qualified leads, and increase closing ratios.

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