Vitale Wealth Solutions
Vitale Wealth Management is a registered investment advisor whose mission is to provide personalized investment strategies for our clients to help them achieve their financial goals. Headquartered in beautiful rural Metamora, we provide financial planning and investment management services for Michigan communities. We assist our clients to intelligently invest their assets to meet short and long-term needs, while looking to maintain and improve their overall financial standing. We provide full transparency and utilize both investment and insurance* solutions to achieve financial independence.
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Verified contacts
7
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
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tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- AV
Anna Vitale
Receptionist Secretarial Intake Coordinator & Customer Service · Customer/Client Service
EmailPhone - CW
Casey Wagner
Client Relationship Coordinator · Customer/Client Service
EmailPhone - LC
Lyndsey Carry
Client Services Specialist · Customer/Client Service
EmailPhone
Showing 3 of 7 verified contacts
Top roles at Vitale Wealth Solutions
5 distinct titles indexed · top 5 shown.
- 2independent financial advisor
- 1client relationship coordinator
- 1client services specialist
- 1owner & investment advisor representative
- 1receptionist secretarial intake coordinator & customer service
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