Kasey M.
2/22/2010
My husband and I began using Brian Damiani of Wealth Management Associates as our financial planner approximately one year ago. In that time, I have been thoroughly impressed by him and his...
Wealth Management Associates
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(3)
400 Main St Ste 200
Pleasanton, CA 94566
Wealth Management Associates, located in Pleasanton, CA, provides a comprehensive range of financial services tailored to meet the diverse needs of their clients. Services offered include financial planning, brokerage accounts, insurance, retirement planning, college planning, estate/legacy planning, and business services.
With a focus on personalized and strategic financial solutions, Wealth Management Associates is committed to helping individuals and businesses achieve their long-term financial goals. Their team of experts are dedicated to providing professional advice and guidance to support clients in making informed decisions about their financial future.
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Reviews
3.53 reviews
Kathleen H.
7/23/2015
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...
Cesar R.
12/2/2016
Worst service ever have not had any responses in a timely matter and they drop the ball and did not try to make any contact until near Friday when I will have to wait another week!! No...
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