Wealth Management Associates

Pleasanton, Vereinigte Staaten

5

1 Bewertung

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Telefon:
+1 925-462-6007
Webseite:
www.wealth-mgt.net
Adresse:
400 Main St Ste 200, Pleasanton, CA, 94566
zwischen Rose Ave & Neal St
Umliegende Haltestellen öffentlicher Verkehrsmittel
610 mPleasanton
5 kmDublin/Pleasanton
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Heute

Heute –
Ortszeit (Pleasanton) 15:29 Mittwoch, 25. Juni 2025

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1 Bewertung zu Wealth Management Associates

Keine Registrierung erforderlich
Rating des Ortes: 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!