With a focus on family and community, Giordano Wealth Management Group strives to build relationships based on mutual trust and understanding to ensure that our neighbors and friends can pursue their financial goals with confidence.
At our firm, we help to coordinate all aspects of our clients' financial life, including portfolio management, tax planning, and estate planning, while always putting our clients' interests first. We commit to an exceptional level of personalized, proactive service for every client with the objective of building long-term relationships based on trust.
Company Details
- Founded
- -
- Address
- 644 N Santa Cruz Ave, Los Gatos,california 95030,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.thegwmg.com
- Keywords
- Income and Investment Planning, Retirement Planning, Tax Planning, Risk Management, Financial Planning, Insurance Planning, Investment Management, Investing, Wealth Management, Financial Advising, Advising, Finance, Fintech, Insurance, Asset Allocation, Asset Allocation.
- HQ
- Los Gatos, California
- Competitors
- Karuna Advisors, Allworth Financial.
Giordano Wealth Management Group Questions
Giordano Wealth Management Group's website is http://www.thegwmg.com
Giordano Wealth Management Group's LinkedIn profile is https://www.linkedin.com/company/thegwmg
Giordano Wealth Management Group's industry is
Financial Services
Giordano Wealth Management Group's top competitors are
Karuna Advisors,
Allworth Financial.
Giordano Wealth Management Group's categories are Financial Services
Giordano Wealth Management Group's founding year is 2009
