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ATS Wealth Management

San Diego, California, 92121

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Contact Information

Company Name
ATS Wealth Management
Online Social Profiles
Phone Number
Location
5435 Oberlin Drive
#200
San Diego, California, 92121
United States

Company Details

Year Established
2008
  • Hours of Operation
  • Monday
    9:00 AM-5:00 PM
    Tuesday
    9:00 AM-5:00 PM
    Wednesday
    9:00 AM-5:00 PM
    Thursday
    9:00 AM-5:00 PM
    Friday
    9:00 AM-5:00 PM
    Saturday
    Closed
    Sunday
    Closed
  • About ATS Wealth Management

    Description:

    ATS Wealth Management is headed by Sandeep Varma. He possesses over three decades of experience as a financial advisor. Sandeep is recognized as a leader in estate planning and has since devised additional educational tools to assist advisors and clients in the complex area of financial planning.

    Since 1989, our goal at ATS Wealth Management has always been comprehensive financial planning, client education and informed decision making; developing appropriate strategies to serve your needs as well as those who depend you, for generations to come.

    Securities offered through Avantax Investment Servicesâ„ , Member FINRA/SIPC. Investment advisory services offered through Avantax Advisory Servicesâ„  and/or ATS Wealth Management. Avantax Investment Servicesâ„  is not affiliated with ATS Wealth Management. www finra org www sipc org www avantax com/social_policy/.


    List of Service:
    Retirement
    Estate
    Investment
    Tax
    Money

    Number of Employees:
    15

    For more information, please contact us with the following details:

    Contact Email:
    info@atsfinancial.com



    ATS Wealth Management Specialties