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Integrated Wealth Management
Referral from
Jun 29, 2016
Caitlyn K.:
Can anyone recommend a local financial advisor? Yelp doesn't seem like a good place to start. Thanks in advance!
Brad M.:
Kevin Swanson right here in Willow Glen at Integrated Wealth management 1275 Lincoln Ave 408-288-7886 He's the BEST! Werba Rubin Wealth Management
Referral from
Mar 18, 2015
Dimple V.:
Hi neighbors, looking for a referral - financial advisor/planner. Any recommendations? TIA!
Tim W.:
Alan Werba: http://www.werbarubin.com/ Global Wealth Partners
- Financial Advisor
- 1764 The Alameda, San Jose, CA 95126, USA San Jose, CA 95126
Referral from
Mar 18, 2015
Dimple V.:
Hi neighbors, looking for a referral - financial advisor/planner. Any recommendations? TIA!
Greg B.:
Can't recommend Brian highly enough... http://globalwealthpartnersinc.com/?team=brian-king Excel Financial
Auto Title Loans San Jose
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!
Scott P. replied:
Thomas & Company on Hamilton. Chris Thomas
Katy D. replied:
Paul King of King Wealth Planning - Cupertino
Joh A. replied:
Allied Financial Network. My husband Steve owns the company. He takes care of everyone like they are personal friends. And we are locals
Michele Q. replied:
Paine Finanicial & Insurance Services, Inc. !!!
John H. replied:
Craig Uffelman Ameriprise
Robert W. replied:
I do financial planning here at Northwestern Mutual in downtown San Jose. We're the number one rated financially rated firm in America. Id like to introduce myself and Northwestern to you and show you why you shouldn't go anywhere else for true, holistic, financial planning. Just make sure whoever you go with, works in a fiduciary capacity. A mutual based company adds more value to the policy holders as well. Thank you and have a great day. www.northwesternmutual.com www.robertwhitaker.nm.com
Jan F. replied:
Paul Lukas with Merrill Lynch
Andrew P. replied:
Vincent Sunseri with Morgan Stanley Smith Barney in Los Gatos.
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
Kate M. replied:
Joe Guttadauro on Lincoln Ave@jmgfn.com
Referral from December 31, 2013
Pinche P. asked:
Where's my accountant? My financial advisor? The person who will talk me off the ledge?!? I'm about to be a bad bad boy!!! It's only money right?!?
Referral from August 5, 2015
Irene B. asked:
Anyone with any of financial advisor's email please?!!!
Referral from June 23, 2014
Daniel P. asked:
Who do you know in Arizona that is a professional? Real estate agent, loan agent, financial advisor, insurance agent, CPA, book keeper, etc?
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