Vitucci & Associates

Vitucci & Associates

Financial Services, 877 Ygnacio Valley Road Suite 220, Walnut Creek, California, 94596, United States, 11-50 Employees

dontinvestandforget.com

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Who is VITUCCI & ASSOCIATES

Vitucci & Associates has been helping clients in the Greater Bay Area plan ahead to achieve their financial dreams for over three decades. Our goals-based approach fosters long-term relat...

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  • 877 Ygnacio Valley Road Suite 220, Walnut Creek, California, 94596, United States Headquarters: 877 Ygnacio Valley Road Suite 220, Walnut Creek, California, 94596, United States
  • 2008 Date Founded: 2008
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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Vitucci & Associates Org Chart and Mapping

Employees

Pamela Hirschfeld

Director of Administration

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Frequently Asked Questions Regarding Vitucci & Associates

Answer: Vitucci & Associates's headquarters are located at 877 Ygnacio Valley Road Suite 220, Walnut Creek, California, 94596, United States

Answer: Vitucci & Associates's phone number is +19*********

Answer: Vitucci & Associates's official website is https://dontinvestandforget.com

Answer: Vitucci & Associates's revenue is $5 Million to $10 Million

Answer: Vitucci & Associates's SIC: 6282

Answer: Vitucci & Associates's NAICS: 523940

Answer: Vitucci & Associates has 11-50 employees

Answer: Vitucci & Associates is in Financial Services

Answer: Vitucci & Associates contact info: Phone number: +19********* Website: https://dontinvestandforget.com

Answer: Vitucci & Associates has been helping clients in the Greater Bay Area plan ahead to achieve their financial dreams for over three decades. Our goals-based approach fosters long-term relationships with each client and rests on an ongoing commitment to providing steady and trustworthy advice throughout your financial life. Our team comprises a group of enthusiastic and dedicated professionals. Many of our advisors have earned the CFP (Certified Financial PlannerTM), ChFC (Chartered Financial Consultant) and/or CLU (Chartered Life Underwriter) designations, and our exceptionally knowledgeable and reliable support staff provide seamless and personalized service. Our responsibility is to help remove the mystery and alleviate the stress associated with financial planning and investing. Whether its college planning for your children or retirement planning for yourself, navigating the options can be downright confusing: its our mission to help you understand the options and find prudent ways to help make your dreams a reality. Ready to Take the Next Step Towards Your Financial Goals? Securities and advisory services offered through United Planners Financial Services, member FINRA, SIPC. Pasquale Vitucci, CA Insurance Lic. # 0758212, is an Endorsed Agent of Vitucci & Associates Insurance Services CA Insurance Lic. # 0I06319. Vitucci & Associates Insurance Services and United Planners are separate and unrelated companies.

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