Netvest Financial, Llc

NetVEST Financial LLC is an independent wealth and estate management practice that utilizes a unique blend of professionals to address our client’s varied financial needs. Our philosophy consists of a 360-degree approach to wealth planning- the uniting of disciplined investment management, thorough tax planning, careful estate planning, and diligent cash-flow management. Built on the premise that every part of one’s financial life has an interdependent and complex relationship with the other, we provide our clients with a select group of in-house specialists that are skilled in the following areas: Investment management Retirement planning Trust design Estate planning strategies Tax planning strategies Insurance planning Education planning Our philosophy here at NetVEST is simple and straight-forward-to protect financial goals and dreams, provide the utmost in personalized service, and to treat client’s assets and estate with the same care as if they were our own. Securities offered through Registered Representative of Cetera Advisor Networks, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), Member FINRA/SIPC. Advisory services are offered through Summit Financial Group, Inc, a registered investment advisor. Member FINRA & SIPC This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.