Vetrano Financial Services
Vetrano Financial Services and its founder Thomas R. Vetrano, RICP®, CMFC, LUTCF, have been serving our clients since February of 1987. Tom and his team are dedicated to helping you plan your financial future. In today's changing world, planning for your financial future is crucial. It is important to set goals and determine how to achieve them. What you do today affects your financial future. Do not let time pass you by. Let us help you plan today for your financial future tomorrow. Client Services Include: Retirement Planning Investment Strategies Life Insurance Disability Insurance Estate Conservation College Education Funding Business Owner and Executive Solutions Employee Benefits Securities and advisory products and services offered through Principal Securities, Inc, 800-247-1737, Member SIPC Des Moines, IA 50392, Thomas R Vetrano, Financial Representative of Principal National Life Insurance and Principal Life Insurance Companies, Principal Securities Representative, Financial Advisor. Vetrano Financial Services is not affiliated with Principal Securities, Inc. Thomas R. Vetrano is licensed in AZ, CA, CO, FL, IA, IL, IN, MI, NV, NM, NY, OH, OK, OR, TN, TX, UT, VA, and VT to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In AZ, CA, CO, DC, FL, HI, IL, IN, LA, MI, MO, NM, NV, NY, NC, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA, and WI. Joseph Vetrano is licensed in AZ, CA, IL, MT, NM, and OR to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In AZ, AL, CA, CO, IL, MI, MT, NM, NY, NC, OR, WA, and WI. Mike Doty is licensed in AZ, CA, CO, NM, OR, and TX to offer insurance products, life insurance (including variable life), an
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- JG
Jenn Gentry
Client Service Administrator · Customer/Client Service
EmailPhone - LZ
Lisa Zak
Sales Support Specialist · Sales & Business Development
EmailPhone - LR
Luke Reilly
Financial Advisor · Finance & Accounting
EmailPhone - MK
Mary Klindt Mendoza
Administrative Assistant · Operations
EmailPhone - MV
Michelle Vetrano
Marketing Assistant · Advertising & Marketing
EmailPhone
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- 1administrative assistant
- 1client service administrator
- 1financial advisor
- 1financial paraplanner qualified professionaltm
- 1front desk associate
- 1manager
- 1marketing assistant
- 1owner, senior financial advisor
- 1sales support specialist
- 1security guard
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