Nastali Financial Services, Ltd.

Nastali Financial Services, Ltd. is a finance startup based in Chicago, founded in 1998. The company's slogan "Tax-Focused Financial Planning for Executives and Entrepreneurs throughout Chicago" reflects its specialized focus on tax-centric financial planning for executives and entrepreneurs. Nastali Financial Services prides itself on providing personalized and educational service, aiming to demystify financial concepts and products, and empower clients to make informed decisions. The company's specialties include 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. Located at One Tower Lane Suite 1825, Oakbrook Terrace, IL 60181, Nastali Financial Services operates as a Registered Representative offering securities through Cetera Financial Specialists LLC, with advisory services offered through Cetera Investment Advisers LLC. Notably, Nastali Financial Services is not affiliated with Cetera Financial Specialists LLC, or Cetera Investment Advisers LLC, and operates independently. It's worth noting that the company's site is published for residents of the United States only, with specific product and service availability varying by state. As of now, no specific information is available regarding the last investment round or investors associated with Nastali Financial Services. However, given the company's focus on tax-focused financial planning and its extensive range of services, it presents an intriguing proposition for potential investors seeking exposure in the finance, financial services, insurance, and wealth management sectors. Continued clarity on the company's current investment landscape and potential growth opportunities would be pivotal for interested venture capitalists evaluating Nastali Financial Services as a potential investment prospect.