Vestia Personal Wealth Advisors
Fort Wayne, United States (US) · Finance and Banking
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#tax planning
#insurance
#retirement planning
#personal wealth advisors
#contract negotiation
#employee benefits
Vestia Personal Wealth Advisors is a Finance and Banking company based in Fort Wayne, United States (US), founded in 2017, with 30-50 employees. Vestia Personal Wealth Advisors's profile is verified on Enterprise League.
Overview
We understand that a fulfilling life extends beyond financial success. At Vestia, we take a holistic approach, focusing on understanding your values, passions, and long-term goals to create a personalized wealth strategy.
Our team of experienced financial advisors, including Certified Financial Planners® and Accredited Asset Management Specialists℠, provides comprehensive services encompassing investment advisory, retirement planning, insurance, and contract negotiation. We’re committed to providing unbiased advice and building lasting relationships based on trust and transparency.
We believe in creating Wealth That Matters™ – a legacy of financial security and personal fulfillment. We partner with professionals to build impactful financial plans since 2018.
Contact Details
Fort Wayne, United States (US), 9121 Illinois Rd.
+2
Founded
2017
Company Type
Private Limited Company
Employees
30-50
Categories
Keywords
#tax planning
#insurance
#retirement planning
#personal wealth advisors
#contract negotiation
#employee benefits
Services
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