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StrateFi
- Investment Service
- Irvine, CA
About this business
The world of finance can be multilayered and complex, especially as your wealth continues to increase. Navigating it without a financial advisor can feel like you’re alone in a maze, unsure of what path to take. It doesn’t have to be this way. Working with our team of advisors, means you will have a financial advocate on your side.
Location details
18881 Von Karman Ave, Suite 410, Irvine, CA, 92612, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 6:30 a.m. to 4:00 p.m. | |
| Tue | 6:30 a.m. to 4:00 p.m. | |
| Wed | 6:30 a.m. to 4:00 p.m. | |
| Thu | 6:30 a.m. to 4:00 p.m. | |
| Fri | 6:30 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have had the pleasure of working with Merrick and Jason for 2 years now. The duo really know their stuff. As a professional in the commercial banking industry got over 22 years, I appreciate people who similar to me in professionalism, care and thoughtfulness. Their ability to provide sound financial advice based on my specific plans and goals makes them a powerhouse. If you are looking for experienced Financial Advisors, look no further.
The StrateFi team have a very thoughtful and detailed approach to wealth management and retirement planning. What I have most appreciated is that they work with you to design a plan for your specific needs and goals, and they look at ALL aspects of your life goals (cars, property, children's college planning, etc). Finally they are very attentive and responsive when you need them. Love working with this team and would highly recommend them.
Jason and Merrick have been phenomenal advisors and appreciate their experience, knowledge and expertise advise. I highly recommend them to handle any of your financial needs.
I've had the opportunity to work with Merrick and Jason since 2011. Over 10 years later I am SO glad I made the decision to begin working on a wealth management plan when I did. In addition to that I am glad I have a Team that I can count on to guide my financial management and continue to keep me rest assured. I would highly recommend Merrick, Jason, and StrateFi Wealth Management for anybody who wants a truly professional team to work with. A huge thank you to Merrick who has not only been a long time friend, but a huge tr... read more
Jason Sherr has been 401(K) broker for about 20 years. When he changed employers I went wit him each time. That speaks for itself.
Frequently asked questions about StrateFi
How is StrateFi rated?
StrateFi has a 5 star rating with 20 reviews.
When is StrateFi open?
StrateFi is closed now. It will open on Monday at 6:30 a.m.