Our Strategic Partners
At VTB Financial Group, we believe the best solutions are built through strong strategic partnerships. By collaborating with trusted professionals, we provide clients with access to a comprehensive network of resources designed to support their businesses, employees, and financial goals. Our partnership model allows us to focus on what we do best—employee benefits, insurance solutions, and business advisory—while connecting clients with trusted specialists when additional expertise is needed.
Through our partnership with PSA Wealth, we connect clients seeking investment management, comprehensive financial planning, and retirement strategies with experienced financial professionals.
We collaborate with Roller & Sheppard CPAs, LLP to help business owners evaluate tax-efficient strategies, business planning opportunities, and accounting solutions.
For home, auto, commercial, and other property & casualty insurance needs, we partner with Alves Insurance Group.
VTB Financial Group partners with leading payroll and HR technology providers to help businesses simplify administration, improve efficiency, and support their workforce. We help businesses evaluate solutions based on their unique needs, industry, workforce size, and benefits strategy—creating a more connected approach to payroll, HR, and employee benefits.
Piedmont Insurance Brokerage
VTB Financial Group collaborates with Piedmont Insurance Brokerage to enhance our ability to deliver objective guidance, expanded insurance resources, and customized solutions for our clients. Together, we help businesses and individuals navigate complex insurance decisions with confidence.