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Address:
560 Wald
Irvine, CA 92618
Phone:
  • (949) 336-7300
Fax:
  • (949) 336-7301
  • CA Insurance License #
  • 0C15958
  • 0E72792
  • 0705639
  • 0E60370

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is a Tax and Financial Service Firm that boasts one of the most respected reputations in all of Southern California.  WIN-TEAM strives to separate itself from other firms with its versatility in dealing with the needs of its clients with whatever financial decisions they are faced with.  Clients do not get the expertise and service of an advisor when they come to WIN-TEAM; they get the collective attention of each and every associate and staff member – a WINning TEAM to guide them through their retirement.

 

WIN-TEAM offers specially tailored services to each individual in preparing for their golden years through detailed investment and tax planning.  With the diverse range of experience the firm offers, issues from real estate transactions to corporate mergers can be handled without hesitation.  All types of clients are welcomed with open arms, but WIN-TEAM prides itself in striving to aid the diligent blue-collar client who looks to achieve financial security after a lifetime of hard work.  With our customized asset allocation strategies combined with choosing investment products of the highest regard, we believe we give our clients the greater peace of mind they seek in placing their livelihood with us.

 

Tax services are not affiliated with nor endorsed by First Allied Securities.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck