WIN-TEAM Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

WIN-TEAM is a Tax & Financial Service Firm creating a diverse range of financial solutions fitted to individual needs. The driving ambition of WIN-TEAM is to create a Unique Ability firm and design Unique Processes that will give the clients comprehensive results in the tax and asset management arenas. We operate with the understanding that we are to be advocates for our clients’ financial interests and approach their goals with a realization that "We get everything we want in life by helping others get what they want."​

The purpose of our organization is to establish meaningful long-term relationships with those that we serve. One of our top priorities is to become the most reliable advisor of our clients and to participate in all major financial decisions. It is paramount that we provide competent and meaningful advice using a TEAM approach in helping to seek to maximize the clients’ results. In our effort to fulfill our promises, we will have honesty and integrity as a cornerstone of our organization.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products in an effort to help you pursue your goals.

Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer. Member FINRA/SIPC [www.finra.org/www.sipc.org]. Advisory services offered through WIN-TEAM Advisory Services WIN-TEAM and WIN-TEAM Advisory Services are not affiliated with nor endorsed by First Allied Securities, Inc.
 
All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

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