Integrated Wealth Managemnet
- Where
- 1275 Lincoln Ave. , San Jose , CA
- Call
- +1 408.288.7886
- Contact
- Web
- Integrated Wealth Managemnet Website
- Tags
- Financial Consultant, Insurance-Finance
- Hours
-
Mon-Thu (9am-4pm)
Fri (9am-2pm)
Sat-Sun (Closed)
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About
Integrated Wealth Management focuses on the needs of families in and around the Willow Glen community. Our financial matters are personal and affect every aspect of our lives. . . our relationship with our financial advisor should be personal as well. At Integrated Wealth, we appreciate the trust our clients place with us and strive to surpass their expectations through superior advice, investment strategies, constant monitoring of portfolios, cutting edge technology and customer service.
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