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NetVEST Financial

NetVEST Financial Summary

Company Summary

Overview
NetVEST Financial, LLC is an independent wealth and estate management firm located in Scottsdale, Arizona who serves the needs of clients in nearly all 50 states. Our philosophy consists of a 360-degree approach to wealth planning-- the uniting of investment management, tax planning, and estate management strategies. In working with NetVEST Financial, LLC, our clients have the power of a group of professionals all working together for their specific situation. Freed from tedious planning work, financial anxiety, and disconnect between professionals - our clients are then able to focus on what matters most to them in life. And that’s what we’re passionate about.
Type
Private
Status
Active
Founded
1996
HQ
Scottsdale, AZ, US | view all locations
Website
http://www.netvestllc.com/
Cybersecurity rating
Sectors

Key People

  • Jayson C. Walker

    Jayson C. Walker, Executive Vice President

    • Kristi Cartolano

      Kristi Cartolano, Director of Marketing, Estate Planning Liaison

      • Elvio Scaramella

        Elvio Scaramella, Managing Director of Business Development

        • Andrea Sandry

          Andrea Sandry, Administrative & Technology Director

          LocationsView all

          1 location detected

          • Scottsdale, AZ HQ

            United States

            9059 E Bahia Dr

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