Quiver Financial Holdings, LLC - San Clemente, California

Address: 501 N El Camino Real UNIT 205, San Clemente, CA 92672.
Phone: 9494926900.
Website: quiverfinancial.com
Specialties: Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Appointment required.
Opinions: This company has 21 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Quiver Financial Holdings, LLC

Quiver Financial Holdings, LLC 501 N El Camino Real UNIT 205, San Clemente, CA 92672

☎️9494926900

⏰ Open Hours of Quiver Financial Holdings, LLC

Monday: 8 AM–4 PM
Tuesday: 8 AM–4 PM
Wednesday: 8 AM–4 PM
Thursday: 8 AM–4 PM
Friday: 8 AM–1:30 PM
Saturday: Closed
Sunday: Closed

Quiver Financial Holdings, LLC

Quiver Financial Holdings, LLC is a reputable financial services company located at 501 N El Camino Real UNIT 205, San Clemente, CA 92672. They can be contacted via phone at 9494926900 or visited on their website at quiverfinancial.com.

Their specialties include investment services.

Additional points of interest at Quiver Financial include wheelchair accessible entrance and parking lot, with appointments required for services. The company has received positive feedback, with an average rating of 4.8 out of 5 stars based on 21 reviews on Google My Business.

Customers have praised Quiver Financial for their helpful strategies in managing investments and regular communication to keep clients informed and confident in their financial planning. The team at Quiver Financial, including Colby, Justin, and Lauren, have been commended for their availability and personalized approach to each client's needs.

Overall, Quiver Financial Holdings, LLC appears to be a reliable and highly-rated financial services provider, well-equipped to assist clients with their investment needs. Their commitment to personalized service and ongoing communication has earned them a strong reputation in the industry.

👍 Reviews of Quiver Financial Holdings, LLC

Quiver Financial Holdings, LLC - San Clemente, California

Brittany C.

5/5

Helped me with some investments that I inherited, and didn't know what to do with them. Was able to avoid tax penalties with Colby's strategy, and plan to move my 401k over too. 10/10 recommend

Connie L.

5/5

Thank you to all at Quiver Financial for the informative seminars, emails, & personal meetings. I appreciate always being able to reach someone & have update meetings so I can be confident that my money is working for me. Always being available to answer my questions helps me feel that my personal portfolio is being managed on a regular basis.

Thank you Colby, Justin, & Lauren

Frances L.

5/5

A friend recommended Patrick Moorehead at Quiver Financial, and both my boyfriend anx i could not be happier. There is professionalism and trust. That is huge. Plus our investments are doing rd ally well! I would recommend them highly! Fran Legdan

Flyover E.

5/5

What I love most about Quiver Financial is that they are an independent firm. I have the flexibility to invest in whatever I want with them and I am not stuck with just Mutual funds. It's a very family friendly atmosphere and they spend a lot of time with my wife and I even though we are prob. not their wealthiest client. I am so glad I found you guys. Thank you for all your support.

Jo B.

1/5

In 2013, was about 3 years from retirement and I gambled about $75,000 of my retirement funds with Colby McFadden. I'm 10 years retired now and ALL of the investments he got me into are now WORTHLESS. He got me into a REIT that to this date cannot be liquidated and is worth 10% of the original value. Puerto Rico Holdings that will never be worth anything. Other high-risk ventures that all went to zero. BEWARE of this incompetent "Financial Adviser"!

Ron S.

5/5

Quiver Financial is an A-Plus company. My entire portfolio is with them. I have the utmost trust and confidence in them. They always calculate what is best for me and my family. Always available for a conversation with exceptional details and knowledge. We have a great working relationship. They are like family...

Erin D.

5/5

I have been with Patrick for many years now. His knowledge and expertise is unmatched. The constant communication and timely market updates I get from Quiver is amazing. I can't thank you guys enough. Keep up the good work.

JIONGQI A. L.

5/5

To put it bluntly, I have trust issues with financial advisors. I don't understand why I would need to pay someone to buy and hold a stock or an etf, when I can do the same thing. But then I met Patrick and Colby. Not only do they not buy and hold for me. They saw this down turn in the stock market and got me out of the market before all of this negativity hit. On top of all that my account value is still going up when I hear all my friends are afraid to open their statements. I still have trust issue and watch over my money like a hawk but at least I have more confidence in Quiver than I have had with anyone else. I am even thinking about letting them manage my work 401k, which I didn't even know they could do until my last meeting with them.