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Integrated Wealth Management

Address
1275 Lincoln Avenue Suite 8 San Jose CA 95125
Phone
(408) 288-7886
Visit:
wemanageyourwealth.com
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Average Rating
4
Total Reviews
(2)
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  1. 1 Star
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  3. 3 Stars
  4. 4 Stars
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Business Hours

Status: Closed

Sunday
Closed
Monday
9:00am-4:30pm
Tuesday
9:00am-4:30pm
Wednesday
9:00am-4:30pm
Thursday
9:00am-4:30pm
Friday
9:00am-4:30pm
Saturday
Closed

Payment Methods

  • Debit

Special Offers

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Tags

Administrative Services Categories: Financial Planning Estate Planning Financial Financial Advising Financial Consultant Financial Planning Financial Planning and Investments Financial Services Financing Services Investing Investment Brokerages Investment Management Investment Services Investments Legal & Financial Loans Mortgage Mutual Funds Neighborhoods: Willow Glen Number of employees: 1 to 4 Parking Lot Professional Services San Jose

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What the community has to say about Integrated Wealth Management

Information about this business (3)

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...

Posted on November 05, 2017. Brought to you by getfave.

Integrated Wealth Management focuses on the needs of families in and around the Willow Glen community. Our financial matter...s 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,...

Posted on December 21, 2014. Brought to you by facebook.

Integrated Wealth Management offers the best financial services for the Willow Glen community. Call us today (408) 643-0875

* Finnancal Planning For Your Family

* Retirement Planning in the Willow Glen

* Estate Planning in San Jose, CA

Integrated Wealth Management offers the best financial services in San Jose California. We focus on the needs of families in and around the Willow Glen...

Posted on August 02, 2012. Brought to you by openlist.

Reviews of this business (4)

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Rating distribution

5 stars
1
4 stars
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3 stars
1
2 stars
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1 star
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2
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Other reviews from the web (4)

Average Rating
100

5 star

Posted by Ashley Massone on September 26, 2014. Brought to you by facebook.

Average Rating
60

3 star

Posted by Lm Nottingham on August 07, 2013. Brought to you by facebook.

Yelp

Kevin is a very energetic professional who has balance in his life and enjoys what he does. As a client, I feel he always has my best interests in sight. Kevin is so much more than a financial…

Posted by by Julie P. on July 26, 2010. Brought to you by openlist.

Yelp

Kevin is an all round great person. He is so personable, always smiling and does so much for the Willow Glen community. In my opinion exactly the type of person you would want as a financial advisor.

Posted by by Mia R. on November 08, 2007. Brought to you by openlist.

Business description (4)

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...

Posted on December 22, 2017. Brought to you by topix.

Since 2008, Integrated Wealth Management has been providing Financial Consultant from San Jose. Integrated Wealth Management has estimated annual revenues of $130,000.00 and also employs an estimated 2 employees.

Posted on August 16, 2015. Brought to you by dandb.

Kevin C. Swanson, Craig Pine

Posted on December 21, 2014. Brought to you by facebook.

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,...

Posted on February 20, 2013. Brought to you by merchantcircle.

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