ETP Wealth Management is a trusted and experienced firm based in Walnut Creek, CA, offering integrated planning solutions for individuals and families. With over 30 years of expertise in wealth management, their team of professionals, including a licensed Estate Attorney, Real Estate Broker, and Tax Financial Consultant, provides in-depth problem-solving and guidance in areas such as investments, real estate holdings, tax considerations, and more.
They specialize in addressing common challenges faced by their clients, including difficulties in reaching customer service, navigating family-related issues such as death and disability, dealing with companies and banks, managing HR department benefits, and handling legal and taxation matters. ETP Wealth Management stands out for their commitment to personalized service, prompt communication, and a comprehensive understanding of their clients' needs, ensuring a holistic plan that maximizes benefits for individuals and their loved ones.
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