Vento Tax & Wealth Management Group
Financial Services • 
Staten Island, New York, United States • 1-10 Employees
Company overview
| Headquarters | 95 New Dorp Ln, Staten Island, New York 10306, US |
| Phone number | +17189809000 |
| Website | |
| NAICS | 52 |
| Keywords | Dental Cpa And Dental Cfp |
| Founded | 1985 |
| Employees | 1-10 |
| Socials |
Key Contact at Vento Tax & Wealth Management Group
Melissa Perez
Marketing Director
Vento Tax & Wealth Management Group Email Formats
Vento Tax & Wealth Management Group uses 2 email formats. The most common is {first initial} (e.g., j@ventotaxandwealth.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@ventotaxandwealth.com | 62.5% |
{first name} | john@ventotaxandwealth.com | 37.5% |
About Vento Tax & Wealth Management Group
Vento Tax & Wealth Management Group works with individuals, couples, and families as a trusted advisor—helping build, grow, and manage wealth by maximizing financial opportunities and minimizing tax liabilities. The integration of tax and wealth management advice has long been the foundation of the firm’s approach, and our tax-smart strategies are always tailored to clients’ unique situations. Our services include: Comprehensive financial planning Investment management Real estate investing Tax planning Specialized financial management and transition planning for professional practices Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. www.finra.org; www.sipc.org Investment advisory services offered through Avantax Advisory Services℠ Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.
Vento Tax & Wealth Management Group revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Vento Tax & Wealth Management Group has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Vento Tax & Wealth Management Group has never raised funding before.
Vento Tax & Wealth Management Group Tech Stack
Discover the technologies and tools that power Vento Tax & Wealth Management Group's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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