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VINITY

Vinity

Financial Services, N Pima Rd, Scottsdale, , 85260, Arizona, 15333, United States, 1-10 Employees

vinitygroup.com

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phone no Phone Number: 48********

Who is VINITY

Vinity is a Comprehensive Financial Planning Firm that navigates the path between professional advice and practical application. Our philosophy at VINITY is that the responsibility we hav...

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  • 15333 N Pima Rd, Scottsdale, Arizona, 85260, United States Headquarters: 15333 N Pima Rd, Scottsdale, Arizona, 85260, United States
  • 2019 Date Founded: 2019
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6411

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VINITY Org Chart and Mapping

Employees
Kristen Odell

Kristen Odell

Director of Business Development at Vinity

Michael Friedman

Michael Friedman

Chief Investment Officer

Kate Kyle

Kate Kyle

Director of Risk Management Group

Shar Huschke

Shar Huschke

Insurance Advisor

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Frequently Asked Questions Regarding VINITY

Answer: VINITY's headquarters are located at N Pima Rd, Scottsdale, , 85260, Arizona, 15333, United States

Answer: VINITY's phone number is 48********

Answer: VINITY's official website is https://vinitygroup.com

Answer: VINITY's revenue is Under $1 Million

Answer: VINITY's SIC: 6411

Answer: VINITY has 1-10 employees

Answer: VINITY is in Financial Services

Answer: VINITY contact info: Phone number: 48******** Website: https://vinitygroup.com

Answer: Vinity is a Comprehensive Financial Planning Firm that navigates the path between professional advice and practical application. Our philosophy at VINITY is that the responsibility we have to our clients and ourselves goes beyond a transactional relationship. We believe the best approach to financial planning requires an active integration of specialists who are all cohesively focused on our clients goals, protection and financial success. Many individuals have a trusted financial advisor, an attorney, an insurance agent and an accountant. But, are all of those professionals working together for the clients common goal and with the clients best interests in mind? Are there potential gaps between the professions that could result in unintended but impactful mistakes? It was specifically that challenge that inspired the creation of INTEGRATE, our proprietary process that blends and refines our clients total financial plan. With the utilization of a Client Ambassador, our Financial Steward will take the client through the INTEGRATE Process. The Ambassador works in conjunction with the Steward and gathers the pertinent information and documents. The Ambassador will then serve as a liaison to the various Vinity Groups, requesting evaluation and feedback on the clients total professional picture. The Statement of Work will then outline the plan assessment and proposed action. The INTEGRATE Process brings tremendous value by utilizing strategies designed to reduce financial blind spots, navigate confusing professional landscapes, remove redundancy and reduce overall stress for the client. The result is the comfort of knowing that the clients entire financial plan is unified.

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