Acceptance Insurance

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54 Golf Club Rd
Pleasant Hill, CA 94523

Titan is a modern wealth management firm that offers personalized financial advice and active investment management, catering to clients who have outgrown DIY finance solutions. Their approach combines technology with dedicated human advisors, ensuring that clients receive tailored strategies for wealth building, tax efficiency, and overall financial management.

With a focus on transparency and client-centric service, Titan provides access to a range of investment options typically available to ultra-high-net-worth individuals, allowing clients to engage with their advisors as often as needed. Additionally, the firm emphasizes security and fiduciary responsibility, ensuring client assets are held separately and safely through a third-party custodian.

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5.01 reviews
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Nicola K.
9/18/2020

Spoke with Zach and he was a big help . Got me the best quote I've received so far and made the process very easy . Very satisfied with his service .

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United StatesCaliforniaPleasant HillAcceptance Insurance

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