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Maverick Wealth Management
255 Elk Drive, Burleson, Texas, United States
About the Maverick Wealth Management
Maverick Wealth Management is a premier finance institution located at 255 Elk Drive in Burleson, Texas, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of wealth management services, including investment planning, retirement planning, estate planning, and more. At Maverick Wealth Management, we pride ourselves on our innovative approach to financial management and our commitment to providing personalized solutions for each of our clients. Contact us today to learn more about how we can help you achieve financial success.
Photos of Maverick Wealth Management
255 Elk Dr d, Burleson, TX 76028, United States
Opening hours of Maverick Wealth Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 15:00
Saturday:
Day off
Sunday:
Day off
Reviews of Maverick Wealth Management
"So far I have been very pleased with Maverick Wealth Management. I had my 401k with a large firm and no idea what was going on. Jeremy takes the time to explain everything to you. It’s small owned businesses like this that make supporting locally owned companies an easy decision.100% recommend!"
"Do not use this financial firm. Kelly Ireland is racist and has no respect for anyone unless they are shoveling money into her pockets."
"Maverick Wealth Management was not a company that I chose. It was chosen by the executor of my mother’s estate. I would not recommend this company due to many reasons. There is no attention to detail, they are unprofessional and have no customer service. The company does not use a secure method of collecting personal data. I was told to use pen and paper and use the US Postal Service. (My paper document was lost in the mail for 2 months resulting in a credit freeze to be initiated). My inheritance consisted of two accounts. One I had transferred to my investment institution; the other was to be cashed out by Maverick. It took 3 months for Maverick to successfully cash out the account after multiple phone calls and emails. I was incorrectly told by Kelly Ireland (Client Services Director) and Jeremy Walker (President/Managing Partner) to contact my financial institution to finish the cash out process. After two months, they realized their mistake and finished the cash out process, and no apologies were given. I had specifically asked for 100% paperless; I have received paper statements in the mail. Their website was down for nearly two weeks with no notice sent to clients. One of the other beneficiaries was sent paperwork through FedEx; it was incorrectly addressed two times. The address numbers were transposed. When money investments are involved, these are issues that are not acceptable. I am glad that my inheritance has been completely moved from this firm."
"This company goes the extra mile to help you with your finance needs. Jeremy is very knowledgeable about what he does and not only tells you what to do but practices what he preaches. I you want to be secure and have your money make you more money this is your company!!!!!"
"Maverick Wealth Management has been so helpful in navigating us in the world of investment. I've always felt confident and assured of the options set before us. Investment, retirement, stock market all create a bit of anxiety and confusion for us. They have been so gracious in answering all our questions so that we are comfortable with the decisions made with our money. They have been so prompt to return calls/emails, and make you feel like a real priority. I wouldn't trust anyone else with our investments."
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