NetVEST Financial LLC is owned and operated by Founder and Branch Manager John M. Cartolano. A veteran in the financial services industry, John has been providing tax-advantaged investment, financial, retirement, & estate planning strategies and services for 30 + years. Differentiating him from his peers is his holistic wealth management strategy in which Financial, Legal, and Tax planning are united under one roof to create one of the most comprehensive planning approaches for a client's portfolio and estate. He founded NetVEST in 1996, which has long been an accomplished wealth management firm and A+ member of the Better Business Bureau*. John is a financial advisor with Cetera Advisor Networks LLC and is registered in over 30 states. He is a member of the National Association of Investment Professionals, and has enjoyed an illustrious and distinguished career. He enjoys educating the public on trusts and estate planning, and does so monthly through his "Trusts and Beyond" Estate Planning seminars**.
John’s registrations include Series 6, 7, 24, 63, & 66 held through Cetera Advisor Networks.
* ~ Better Business Bureau ("BBB") accreditation received 2004 - present). Businesses pay a fee for BBB accreditation review, for ongoing monitoring to ensure continued compliance with BBB standards, and to support BBB services to the public. BBB accreditation should not be construed as an endorsement of the financial professional, nor is it a guarantee of future investment success. Additionally, working with a BBB accredited financial professional does not ensure that a current or prospective client will experience a higher level of performance or results than working with a financial professional that is not BBB accredited. For more information about the BBB or its accreditation standards, visit www.bbb.org or contact your local Better Business Bureau.
** ~ Trust and estate services offered through NetVEST Financial, LLC. Cetera Advisor Networks LLC does not provide tax or legal advice.