Nastali Financial Services
Financial Services • 
Oakbrook Terrace, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | One Tower Lane Suite 1825, Oak Brook Terrace, Illinois 60181, US |
| Phone number | +16309601368 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Tax Planning, Wealth Management, Financial Education, Education Planning, Insurance, Financial Planning, Estate Planning, Retirement, Multi-Generational Planning, Charitable Giving, Investing Services, Tax & Accounting Services, Women And Finances |
| Founded | 1998 |
| Employees | 1-10 |
| Socials |
Key Contact at Nastali Financial Services
Alan Nastali
President
Nastali Financial Services Email Formats
Nastali Financial Services uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@nastali.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@nastali.com | 100% |
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 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.
Nastali Financial Services revenue & valuation
| Annual revenue | $2,688,565 |
| Revenue per employee | $673,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Nastali Financial Services has never raised funding before.
Nastali Financial Services Tech Stack
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Canada
Australia
Frequently asked questions
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