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ATS Wealth Management
- Investment Service
- San Diego, CA
About this business
ATS Wealth Management financial planning considers each client's overall financial picture before we help you formulate a strategy and plan for your financial future. We start by understanding your current financial and family situation and then explore your personal goals for growing, using, and passing on the wealth you’ve worked so hard to acquire.
Location details
5435 Oberlin Drive, Suite 200, San Diego, CA, 92121, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
ATS Wealth treated my aunt kindly while she was alive, and she genuinely enjoyed being part of their customer advisory board. She appreciated the events they planned, the friendships she made, and the thoughtful touches like annual holiday cards. However, our experience with ATS after her passing in November was disappointing and frustrating—and I feel obligated to share as a warning to others. After her death, we were invited to their office while in town for estate matters and her memorial. Despite repeated requests, no a... read more
We heard about ATS financial at a seminar put on by our trust attorney. Sandeep Varma was a featured speaker, and he impressed us very much. We started using ATS financial and our experience with them was very very good, no regrets. Our previous financial organization was not giving us the desired outcome, our investments we’re not going up and a lot of times heading downward.
I have known Sandeep, Nisha, Steve and the ATS staff for many years and am very impressed by their services, professionalism, knowledge of the market, and the friendliness of all of them. I feel safe and confident with them handling my financial future.
Very professional and welcoming.
Frequently asked questions about ATS Wealth Management
How is ATS Wealth Management rated?
ATS Wealth Management has a 5 star rating with 6 reviews.
When is ATS Wealth Management open?
ATS Wealth Management is closed now. It will open on Monday at 8:00 a.m.