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      Details

      Building Your Financial Future Together

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 408-288-7886

      - 408-288-7896

      Address:
      1275 Lincoln Ave Ste 8 San Jose, CA 95125
      Email:

      Links:

      http://www.wemanageyourwealth.com/WMYW_homePage

      http://www.wemanageyourwealth.com

      Reviews

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      Categories
      Financing Services, Investment Management, Investments, Mutual Funds
      Payment Options
      debit
      Location
      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, investment strategies, constant monitoring of portfolios, cutting edge technology and customer service.
      Neighborhood
      Willow Glen
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.