Irvine Wealth Management 9870 Research Drive, Irvine, CA 92618
About the Business
Irvine Wealth Management is a leading finance institution located at 9870 Research Drive in Irvine, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From investment planning to retirement planning, we offer a comprehensive range of services to meet our clients' needs. Contact us today to learn more about how Irvine Wealth Management can help you secure your financial future.
Photos
Location & Phone number
9870 Research Dr, Irvine, CA 92618, United States
Hours open
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 18:00
Saturday:
09:00 - 14:00
Sunday:
Closed
Reviews
"Matthew became our financial advisor shortly after the 2002 stock market correction. Our prior advisor was not communicating with us in a timely manner when we had pressing financial issues. We were subsequently referred to Matthew as someone who would respond to our financial questions promptly and would provide a more individualized and explanatory service for our particular needs—this has more than proven to be the case. We feel very secure in entrusting our investments with Matthew and continuing to have him guide us in other financial decisions as our financial situations change. Moreover, our relationship with Matthew has evolved from being solely a business relationship into a close personal friendship. Mom doesn’t have her own email—her assessment follows: Matthew Sassani-"A Man with integrity. We have known Matthew for many years as our financial advisor. He has always been competent, trustworthy, patient, and kind. Way to go Matthew!” Lillian (Mom) 93"
"Matthew Sassani of Irvine Wealth Management has been our financial advisor for almost 20 years ever since we moved from New Jersey. We have been happy with Matthew for all the information, Support and planning he gives us on a regular basis. He looks after our retirement portfolio and is always approachable for any questions we may have. We meet with him on a yearly basis once or twice a year and we decide the future plans. He manages our Annuities and RMDs in a way that will be beneficial to us. We would recommend him highly and whole heartedly."
"Matthew Sassani has been our financial advisor for more than 18 years. He always keeps our best interests in mind. He provides us with sound advice and guidance while giving us the freedom make an informed decision to choose what is right for us. He checks in with us and returns our calls promptly. Over the years, our professional relationship evolved in to a perfect balance of professional and personal connection. We highly recommend Matthew to our family and friends."
"Matthew has been our financial advisor for over 20 years. With his help my wife and I have had a secure and financially stable retirement. I can rest assured that Matthew is keeping abreast of developments in the market and is helping us make sound financial decisions. With the wealth of options out there, we needed someone knowledgeable and experienced. Matthew is like part of the family now and I trust that he handles our interests as such."
"Matthew Sassani has been our financial advisor for more than 15 years. He has prepared us for Retirement, Estate Planning, Long Term Care Insurance, and Investments. He always keeps our best interests in mind. He provides us with sound advice and gives us the guidance we need in making the right decisions. He checks in with us to provide us updates and just to see how we are doing. We meet with Matthew a few times a year to review our plan. My wife and I enjoy the time we spend together and have come to consider him a close friend as well as our financial advisor. We highly recommend Matthew to our family and friends."
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