Archana Bhatia

Head of Wealth Management at Financial Decisions - Stockton, California, United States

Archana Bhatia's Contact Details
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["2099518956"]
Location
Company
Financial Decisions
Archana Bhatia's Company Details
Financial Decisions logo, Financial Decisions contact details

Financial Decisions

Stockton, California, United States • 11 - 50 Employees
Financial Services

FinDec℠ provides comprehensive financial planning, wealth management, and workplace benefits consulting and related services. FinDec℠ was founded as a family-owned and operated "mom and pop" shop that has grown into a corporation serving clients nationwide out of our multiple locations.Since inception, we have focused on putting clients first. We have brought on team members over the years who have shared in the vision of helping people build wealth over time. We've come a long way since we first opened our doors more than 30 years ago — what has always been at the core of what we do is an effort to earn the ongoing trust of our clients. As we embrace new techniques, technologies and thinking, we always keep our eye on what's most important: Our clients and the trust they have in us.Our business philosophy is guided by six core values embodied in the acronym "Findec"​. Family valuesIntegrityNew IdeasDeterminationEducationCommunity

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Frequently Asked Questions about Archana Bhatia
Archana Bhatia currently works for Financial Decisions.
Archana Bhatia's role at Financial Decisions is Head of Wealth Management.
Archana Bhatia's email address is ***@findec.com. To view Archana Bhatia's full email address, please signup to ConnectPlex.
Archana Bhatia works in the Financial Services industry.
Archana Bhatia's colleagues at Financial Decisions are Ken Gutwillig, Leonita Kosasih, Karron CFP(r), Michael Lee, An Grosshuesch, Fred Lee, Matthew French and others.
Archana Bhatia's phone number is ["2099518956"]
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