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Integrated Wealth Management

(408) 288-7886 1275 Lincoln Avenue, Suite 8, San Jose, CA 95125 M-F 9am-4:30pm, Sa-Su Closed Official site

Categories: Financial Planning

The Details

We strive for excellence in every service. We want our clients to be impressed with the quality, attentiveness, and professionalism of our services. We intend to lead process for even better solutions. We seek accountability in performance of our ideas, our management and our services. We like to be tested for the value we provide and the comparison with our peers. We are only as good as our word and we want our word to be respected. We take our integrity seriously. We have built workflow systems to capture tasks, request and monitor processes to provide the highest level of follow-through in everything we do.

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