NetVEST Financial

    OverviewSuggest Edit

    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.
    TypePrivate
    Founded1996
    HQScottsdale, US
    Websitenetvestllc.com

    Locations

    NetVEST Financial is headquartered in
    Scottsdale, United States

    Location Map

    Latest Updates

    Employees (est.) (Sept 2020)4(+34%)
    Cybersecurity ratingAMore

    Key People/Management at NetVEST Financial

    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
    Kelly Carlsen

    Kelly Carlsen

    Senior VP of Business Operations
    Kat Candreva

    Kat Candreva

    Vice President of Operations
    Show more

    NetVEST Financial Office Locations

    NetVEST Financial has an office in Scottsdale
    Scottsdale, US (HQ)
    9059 E Bahia Dr
    Show all (1)

    NetVEST Financial Financials and Metrics

    Summary Metrics

    Founding Date

    1996

    NetVEST Financial Cybersecurity Score

    Cybersecurity ratingPremium dataset

    A

    96/100

    SecurityScorecard logo

    NetVEST Financial Online and Social Media Presence

    Embed Graph

    NetVEST Financial Frequently Asked Questions

    • When was NetVEST Financial founded?

      NetVEST Financial was founded in 1996.

    • Who are NetVEST Financial key executives?

      NetVEST Financial's key executives are Jayson C. Walker, Kristi Cartolano and Elvio Scaramella.

    • How many employees does NetVEST Financial have?

      NetVEST Financial has 4 employees.

    • Who are NetVEST Financial competitors?

      Competitors of NetVEST Financial include Edward Jones, Waddell & Reed Financial and Protective Life Insurance Company.

    • Where is NetVEST Financial headquarters?

      NetVEST Financial headquarters is located at 9059 E Bahia Dr, Scottsdale.

    • Where are NetVEST Financial offices?

      NetVEST Financial has an office in Scottsdale.

    • How many offices does NetVEST Financial have?

      NetVEST Financial has 1 office.