Nastali Financial Services

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

159th St, Oak Forest, Illinois, 60452, U...

Phone Number

(630) 960-1368

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Feb
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Jun
ZI Rank
1
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About Nastali Financial Services

We specialize in tax-focused financial planning for executives & entrepreneurs. We provide customized, hands-on service to our clients, deliberately educating them on financial concepts and products, and removing the mystery from investing, protecting assets, estate planning, and preserving wealth. To simplify your road to financial success, we design tax-focused financial plans tailored to your goals, values, and resources. Office: One Tower Lane Suite 1825, Oakbrook Terrace, IL 60181 Alan S. Nastali Jr. is a Registered Representative offering securities through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC., Cetera entities are under separate ownership from any other named entity. Nastali Financial Services is not affiliated with Cetera Financial Specialists LLC, or Cetera Investment Advisers LLC This site is published for residents of the United StatRead more
Nastali Financial Services's Social MediaPopular SearchesNastali Financial Services LtdNastali Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Nastali Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nastali Financial Service...

<$5M
1-10
Private
-
1998
$7M
11-50
Private
-
1996
PF
Patrick FryeSenior Vice President and Chief Credit Officer
<$5M
1-10
Private
-
2005
Lance Dumas, Founder I Managing Partner at Cornerstone Financial Advisers
Lance DumasFounder I Managing Partner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
<$5M
1-10
Private
-
2003
HG
Hunter GutierrezWealth Management Advisor
<$5M
1-10
Private
-
1981
LG
Linda GowanClient Relationship Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Nastali Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Nastali Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Nastali Financial Services.

Nastali Financial Services Tech Stack

A closer look at the technologies used by Nastali Financial Services

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Frequently Asked Questions Regarding Nastali Financial Services

What is Nastali Financial Services's official website?
Nastali Financial Services's official website is www.nastali.com
What is Nastali Financial Services's Revenue?
Nastali Financial Services's revenue is <$5 Million
What is Nastali Financial Services's SIC code?
Nastali Financial Services's SIC: 62,628
What is Nastali Financial Services's NAICS code?
Nastali Financial Services's NAICS: 52,523
How many employees does Nastali Financial Services have?
Nastali Financial Services has 1-10 employees
What industry does Nastali Financial Services belong to?
Nastali Financial Services is in the industry of: Finance, Securities Trading
What is Nastali Financial Services competition?
Nastali Financial Services top competitors include: Peak Mountain Advisors, Summit Financial Group, Cornerstone Financial Advisers, Retirement Planning Associates
What technology does Nastali Financial Services use?
Some of the popular technologies that Nastali Financial Services uses are: Cloudflare Website Optimization, Proofpoint, Google Font API, YouTube
How do I contact Nastali Financial Services?
Nastali Financial Services contact info: Phone number: (630) 960-1368 Website: www.nastali.com
What does Nastali Financial Services do?

We specialize in tax-focused financial planning for executives & entrepreneurs. We provide customized, hands-on service to our clients, deliberately educating them on financial concepts and products, and removing the mystery from investing, protecting assets, estate planning, and preserving wealth. To simplify your road to financial success, we des... ign tax-focused financial plans tailored to your goals, values, and resources. Office: One Tower Lane Suite 1825, Oakbrook Terrace, IL 60181 Alan S. Nastali Jr. is a Registered Representative offering securities through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC., Cetera entities are under separate ownership from any other named entity. Nastali Financial Services is not affiliated with Cetera Financial Specialists LLC, or Cetera Investment Advisers LLC This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com Specialties: CPA, CFP®, Certified Financial Planner, Registrations S6,S7,S62,S63,S65, Life, Health, Variable, Property & Casualty Insurance, retirement & estate planning, education planning, investment representative, financial planning, accounting & tax services.Read More

What are Nastali Financial Services social media links?
Nastali Financial Services Linkedin page Nastali Financial Services Twitter page Nastali Financial Services Facebook page
Is Nastali Financial Services a public company?
Nastali Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Nastali Financial Services

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