Integrated Wealth Management

2 recommendations and reviews from 2 people

• Referral from June 29, 2016
  

  Caitlyn K. asked:

  Can anyone recommend a local financial advisor? Yelp doesn't seem like a good place to start. Thanks in advance!

  

  Brad M. replied:

  Kevin Swanson right here in Willow Glen at Integrated Wealth management 1275 Lincoln Ave 408-288-7886 He's the BEST!

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• Referral from March 18, 2015
  

  Dimple V. asked:

  Hi neighbors, looking for a referral - financial advisor/planner. Any recommendations? TIA!

  

  Jace S. replied:

  Kevin C Swanson , Integrated Wealth Management. He's great, takes time to really get to know you and has your interests at heart. His office is right on Lincoln Avenue near CVS pharmacy. Very active in the WG community. http://www.wemanageyourwealth.com/team/kevin-swanson

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