Financial Planning and Wealth Management
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Service type
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About
We help people with their finances, we bring values to people's money by offering a wide spectrum of Solutions, Services & Investment Strategies.
We educate people Financial Concepts on how money works
How to build wealth
We provide strategies & solutions based on client's need, risk tolerance, time horizon, affordability & suitability.
We help minimize taxes, minimize risk, maximize return to build wealth & increase NetWorth
Overview
Serves Tracy, CA
Background checked
4 employees
3 years in business
Business hours
Sun8:00 am - 8:00 pmMon8:00 am - 8:00 pm
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Services offered
Service type
Work location
My customers travel to me
I travel to my customers
I work remotely (phone or internet)
Reviews
Customers rated this pro highly for work quality, professionalism, and responsiveness.
5.0
1 review
5
100%
4
0%
3
0%
2
0%
1
0%
Meenu N.
Sep 23, 2025
I had the best experience working with Financial Planning and Wealth Management. I highly recommend them.
Credentials
Background Check
Manju Billa