Contact Us

Start With What Matters Most

You do not need to arrive with every question answered. Tell us what is changing, what you are considering, or where greater clarity would help. We will use what you share to make the first conversation more useful.

Phone

(248) 528-1870

Address

8031 Ortonville Rd Ste 210
Clarkston, MI 48348

Hours

Monday–Friday: 9:00 AM–5:30 PM

Connect with an Advisor

Connect with a Verde advisor to talk through your goals, questions, and financial picture. The first step is simply understanding whether Verde is the right fit.

Common Questions

A first conversation is a chance to explain what brought you to Verde, learn how we work, and decide whether the relationship feels like a good fit.
A member of the Verde team will review what you shared and follow up using the contact information you provided. We may ask a few additional questions before connecting you with the advisor or service most relevant to your needs.
No. Verde is based in the Village of Clarkston and serves clients in Michigan and across the country. Meetings may take place in person or remotely depending on your location and the nature of the relationship.
Nothing formal is required. Begin with the questions, decisions, changes, or goals that matter most to you. Please do not send account numbers, passwords, Social Security numbers, tax documents, or trade instructions through the website form. If documents become useful later, the Verde team will provide a secure way to share them.
No. The initial conversation gives you an opportunity to learn more about Verde while allowing both sides to determine whether the firm’s services, approach, and relationship appear to be a good fit.