Estate
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
43068 Christy St, Fremont, California, 9...Phone Number
(510) 252-0135Website
www.onetws.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Estate
Total Wealth Solutions specializes in comprehensive financial services including wealth management, retirement income planning, college savings, and estate planning. They focus on educating and empowering clients to achieve financial independence through customized solutions that emphasize independence, transparency, and accountability. The firm is led by Principal Advisor Imran Jaffer, who brings over 20 years of experience in financial planning and alternative investments. Their client-centric approach aims to build long-term relationships, often resulting in referrals from satisfied clients.Explore more
Estate Org Chart
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Estate is experiencing very low activity levels compared to other companies in the Finance sector.
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Estate Tech Stack
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Total Wealth Solutions specializes in comprehensive financial services including wealth management, retirement income planning, college savings, and estate planning. They focus on educating and empowering clients to achieve financial independence through customized solutions that emphasize independence, transparency, and accountability. The firm is... Read More
