Guide > Audit & Consulting in California > Audit & Consulting in Irvine > Maven Group Investment Strategies - Irvine HQ
Maven Group Investment Strategies - Irvine HQ
530 Technology Drive, Irvine, CA 92618
Location & Phone number
530 Technology Dr Suite 100, Irvine, CA 92618, United States
About the Business
Maven Group Investment Strategies - Irvine HQ is a leading finance institution located at 530 Technology Drive in Irvine, California, United States. Our team of expert financial advisors and analysts are dedicated to providing top-notch investment strategies and solutions for our clients. With a focus on innovation and cutting-edge research, we strive to help our clients achieve their financial goals and secure their future. Join us at Maven Group Investment Strategies - Irvine HQ and let us help you navigate the complex world of finance with confidence and success.
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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 parties; the third party administrators, the record keepers and anything involved with the plan. Key resource when there are issues to address. 5) Extremely diligent with our pension plan and keeping it aligned with the goals when establishing the Pension Plan. I would recommend Maven Group to any company that looking for a partner in their Benefits Administration."
"I have been working with Paolo Quiroga for a few years now. I have had an awesome experience. Paolo and his team are always responsive and willing to answer any questions that I may have. Plus, he lets me know when he runs across new opportunities. My account continues to grow and exceed my expectations."
"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."
"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 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."
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