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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 |
Paolo and Hannah provide Great Customer Service. There is no way I could have seamlessly merged all of my retirement accounts into one. Paolo was on the transfer call with each of my previous employers to insure continuity, accuracy and peace of mind. My wife and I think of Paolo and his family as an extended member of ours.
I have had a positive experience with the Maven Group and especially with my Wealth Manager. I have worked with my Wealth Manager who is always available and makes it a point to check in with me and keep updated as to my current financial needs and concerns. Very personalized service and support.
I have been working with James Hass at the Maven Group for several years. He has always made me feel very comfortable. James is knowledgeable, great with follow up, and answering questions. I would definitely recommend him. I truly believe he is motivated by helping people realize their best financial future.
My husband and I have been clients of James Hass with the Maven Group for almost 2 years. James has been a knowledgeable and trusted advisor as we work to achieve our financial goals. He listens and is always available with our questions.
James Hass has been a pleasure to work with! He was instrumental in setting up our companies 401k plan. He took time in answering all my questions and responds in a timely manner. We are currently working on a 529 plan and personal finance strategy for retirement. I look forward to working with him for many years to come.
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 7 reviews.
When is Maven Group Investment Strategies open?
Maven Group Investment Strategies is closed now. It will open on Tuesday at 8:30 a.m.