TOTAL WEALTH SOLUTIONS

  • Financial Services
  • Fremont CA
  • 3 employees
  • Financial Services
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Company Overview

Headquarters
702 Brown Road Ste 101, Fremont CA
Website
onetws.com
Phone
(510) 252-0135
Employees
3
Founded in
2003
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is TOTAL WEALTH SOLUTIONS

TOTAL WEALTH SOLUTIONS is a financial advisory firm located in Fremont, California. Operating as a small business with three employees, the firm focuses on providing comprehensive financial solutions to clients. Led by Principal Advisor Imran Jaffer, who boasts over 20 years of experience in financial planning and alternative investments, TOTAL WEALTH SOLUTIONS offers a holistic approach to wealth management. Their services encompass wealth management, goal setting, financial advice and planning, portfolio management, and retirement and estate planning. Imran Jaffer holds the designation of LPL Registered Representative, and securities offered through LPL Financial, Member FINRA/SIPC. Clients seeking detailed information about FINRA and SIPC can find hyperlinks in the contact information section. TOTAL WEALTH SOLUTIONS can be contacted through their website, onetws.com.

Company Leadership

Walter Maziarz

Owner

Phone Email

TOTAL WEALTH SOLUTIONS Industry Tags

Risk and Wealth Management Group
Financail Planning
Asset Protection and Estate Planning
Retirement Income Planning
Alternative Investments
Financial Planning
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FAQ

What is the location of TOTAL WEALTH SOLUTIONS's headquarters?
The headquarters of TOTAL WEALTH SOLUTIONS are situated at 702 Brown Road Ste 101, Fremont CA
What is TOTAL WEALTH SOLUTIONS's phone number?
TOTAL WEALTH SOLUTIONS's contact number is (510) 252-0135.
What is TOTAL WEALTH SOLUTIONS's official website?
The official website of TOTAL WEALTH SOLUTIONS can be found at onetws.com.
What is TOTAL WEALTH SOLUTIONS's current revenue?
As of February 2019, TOTAL WEALTH SOLUTIONS's annual revenue reached $10B.
How many employees does TOTAL WEALTH SOLUTIONS currently have?
TOTAL WEALTH SOLUTIONS employs approximately 3+ people as of February 2019
Which industries is TOTAL WEALTH SOLUTIONS primarily operating in?
TOTAL WEALTH SOLUTIONS operates in the following industries: Finance, Credit
Who is the Owner of TOTAL WEALTH SOLUTIONS?
TOTAL WEALTH SOLUTIONS's Owner is Walter Maziarz
What are TOTAL WEALTH SOLUTIONS's industry tags?
TOTAL WEALTH SOLUTIONS's industry tags include: Risk and Wealth Management Group, Financail Planning, Asset Protection and Estate Planning
When was TOTAL WEALTH SOLUTIONS founded?
TOTAL WEALTH SOLUTIONS was founded in 2003.

Employee Directory

Key Employees

Imran Jaffer

Chief Wealth Strategist- Founder, CEO

Phone Email

Steven Bates

Managing Director

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