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Maven Group Investment Strategies
- Investment Service
- Irvine, CA
About this business
About Maven Group Investment Strategies ACCELERATE YOUR INVESTMENTS Financial markets can change in the blink of an eye. But, with the advisors at Maven Group Investment Strategies, you can rest assured that your personalized wealth management strategy will be ready to adapt at subatomic speeds. With decades of experience and a passion for seeing our clients succeed, we employ a general three-part structure to investing. We start by organizing your financial life. Once we have an understanding of your risk tolerance, we i... read more
Location details
530 Technology Drive, Suite 100, Irvine, CA, 92618, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have absolutely loved working with Mr. James Hass at Maven Group Investment Strategies. I especially appreciate his concern and attention; he gives his best and is very knowledgeable and professional. He stays in contact with us via status updates and works for US to ensure that we get the best services. He goes above and beyond to take care of us. For example, when we had problems with our account, he stepped up and represented us to resolve the matter and ensure that it got resolved in our favor. Thank you, James, for ta... read more
Maven has been incredible ever since I made the switch! They manage both my personal retirement fund AND my business 401k and I couldn't be happier. They are responsive, thorough, easy to work with, and navigate market changes well. Glad to have their keen foresight as part of our financial strategy. Mahalo Maven!
I have worked with Paolo Quiroga for four years. He has consulted on my business affairs including 401K, Profit sharing as well as Health Insurance plans for my employees. Things that make Maven Group stand out against the competition: 1) Extremely attentive and efficient. 2) Willingness to have in-person meetings educating employees and benefit teams on products and investments. 3) Bringing proactive communication in regards to regulatory changes surrounding the plan and updates with new laws. 4) Very involved with all pa... read more
I recently had the pleasure of working with Maven Group Investment Strategies to set up my solo 401k, and I couldn't be more satisfied with the experience. Their team demonstrated exceptional expertise in navigating the complexities of retirement planning, ensuring tax efficiency every step of the way. Thanks to their tailored advice and strategic planning, I'm confident that I'm keeping more money in my pocket for the future. Highly recommend their services!
I've been a client of The Maven Group since it's inception and could not be more satisfied with the care and professionalism shown by Paola and the whole organization.This is a company that actually cares about the individual and doesn't treat it's clients like a number. I'm totally satisfied with all Maven group has to offer and look forward to working with them in the future.
Frequently asked questions about Maven Group Investment Strategies
How is Maven Group Investment Strategies rated?
Maven Group Investment Strategies has a 5 star rating with 15 reviews.
When is Maven Group Investment Strategies open?
Maven Group Investment Strategies is open now. It will close at 5:00 p.m.