Wealth Management Associates

Pleasanton, Estados Unidos

5

1 avaliação

Contatos

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Telefone
+1 925-462-6007
Site:
www.wealth-mgt.net
Endereço:
400 Main St Ste 200, Pleasanton, CA, 94566
entre a Rose Ave & a Neal St
Paradas e estações próximas de transporte público:
610 mPleasanton
5 kmDublin/Pleasanton
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Hoje

Hoje –
Horário local (Pleasanton) 00:03 sábado, 21 de junho de 2025

Horário de funcionamento

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1 avaliação para Wealth Management Associates

Não exige registro
Classificação do local: 5
Pleasanton, CA
My husband and I transferred all our financial services to Brian Damiani and Wealth Management in 2012. We initially met with Brian and allocated our money based on our risk tolerance. We meet with him twice a year and review our portfolio. They are great about calling us to remind us that it’s time to meet. Brian is very knowledgeable about all the financial markets and explains them in language that we understand. We have dealt with other employees, too, and the customer service from everyone has been excellent. Brian and Wealth Management are very involved in the local community, too. Highly recommended!