Surevest Inc
Legal Name: SUREVEST INC.
Full Contact Details
Surevest Inc
2425 E. CAMELBACK ROAD, SUITE 890, PHOENIX, AZ
480-272-7116
480-272-7118
Other Info
Surevest Inc is an Arizona-based corporation that provides financial advisory services to five clients. The firm boasts eight knowledgeable employees all working in advisory roles. Surevest Inc's SEC status is listed as Approved, with a registration date of Mar 20, 2018.
Surevest Advisor Partnership | Empowering advisors and their clients.
We work with like-minded advisors in need of a partner to support them in focusing on what they do best – build client relationships.
Surevest Private Wealth | Go Beyond Average
Our clients have grown beyond cookie cutter advice and call center service. At Surevest we require a higher standard be met by the advisors providing guidance to our clients.
Surevest Investment Counsel | Go Beyond Average
The financial services industry has traded in vigorous research and customizable solutions for scalable mediocrity. Our firm has rebelled against that notion and charted a path to deliver superior results to our clientele.
Direct Owners
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ROBERT J LUNA
CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO owns 75% or more