Total Wealth Solutions Email Formats
Financial Services • 
146 Main St, Ste 201, United States • 1-10 Employees
Key Contacts at Total Wealth Solutions
Imran Jaffer
Chief Wealth Strategist- Founder, Ceo
Steven Bates
Managing Director
Walter Maziarz
Owner
Steve Bates
Owner
Company overview
| Headquarters | 146 Main St, Ste 201, Los Altos, California 94022, US |
| Phone number | +15102520135 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Financial Planning, Alternative Investments, Non Profit, Retirement Income Planning, Investment Strategy, Risk And Wealth Management Group, Asset Protection And Estate Planning |
| Founded | 2003 |
| Employees | 1-10 |
| Socials |
About Total Wealth Solutions
Personalized Goal Oriented Services for both Capital Growth and Protection: Wealth Management, Financial Planning, Portfolio Management, Retirement and Estate planning Each area of finance is important individually but managing them all collectively is one of the most important considerations in working towards your overall financial success. Our Principal Advisor Imran Jaffer with his over 20 years of experience in financial planning and out of the box personalized investment themes, supported by an experienced team of professionals in financial services can help you address all of your financial challenges by using a Total Wealth Management approach Imran Jaffer is a LPL Registered Representative with securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Disclaimer: •Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Employees by Management Level
Total employees: 1-10
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Employees by Department
Total Wealth Solutions has 2 employees across 2 departments.
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Funding Data
Total Wealth Solutions has never raised funding before.
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Australia
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