StrateFi Wealth Management - Irvine, California

Address: 18881 Von Karman Ave Suite 410, Irvine, CA 92612, United States.
Phone: 9493458181.
Website: stratefiwealth.com
Specialties: Financial planner, Insurance broker, Investment service.
Other points of interest: Identifies as Asian-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended, Free multi-storey car park, Paid multi-storey car park.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of StrateFi Wealth Management

StrateFi Wealth Management 18881 Von Karman Ave Suite 410, Irvine, CA 92612, United States

☎️9493458181

⏰ Open Hours of StrateFi Wealth Management

Monday: 6:30 am–4 pm
Tuesday: 6:30 am–4 pm
Wednesday: 6:30 am–4 pm
Thursday: 6:30 am–4 pm
Friday: 6:30 am–4 pm
Saturday: Closed
Sunday: Closed

StrateFi Wealth Management

StrateFi Wealth Management es una empresa de gestión de patrimonio con sede en Irvine, California, Estados Unidos. Se encuentra ubicada en 18881 Von Karman Ave Suite 410, Irvine, CA 92612, United States.

La empresa ofrece servicios de planificación financiera, seguros y servicios de inversión. Sus especialidades incluyen ser un planner financiero, un broker de seguros y un servicio de inversión.

Características y servicios

Identifica como una empresa asiática-propiedad
Ofrece citas en línea
Proporciona servicios en sitio
Accesibilidad para sillas de ruedas en el estacionamiento
Accesibilidad para sillas de ruedas en la entrada
Accesibilidad para sillas de ruedas en el baño

Según las opiniones de los clientes, StrateFi Wealth Management se destaca por su enfoque detallado y pensado en la planificación de la riqueza y la planificación para la jubilación. Los clientes expresan su satisfacción con el servicio personalizado que ofrecen, que se adapta a las necesidades y objetivos individuales de cada persona. También destacan la atención y la respuesta rápida de la empresa cuando se requiere.

Información de contacto

Para obtener más información o programar una cita, puede contactar a StrateFi Wealth Management en +1 949 345 8181 o visitar su sitio web en stratefiwealth.com.

Otras consideraciones

StrateFi Wealth Management tiene 20 revisores en Google My Business, lo que sugiere una reputación sólida entre sus clientes. La opinión media es de 5/5, lo que indica una alta satisfacción general con los servicios de la empresa.

👍 Reviews of StrateFi Wealth Management

StrateFi Wealth Management - Irvine, California

Kevin G.

5/5

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.

Jeremy E.

5/5

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 trusting factor when it comes to my wealth management and future.

Tammy H.

5/5

The personal service we receive from Jason and his team is exceptional! They are responsive to questions, patient with explanations and are wonderful to work with! We completely trust Jason to help us meet our retirement goals. We recommend him without reservation.

Dwight A.

5/5

I've entrusted my investments and financial planning with Jason (personally) for many years and have always had good communication with him as changes to strategy and specific transactions were made in response to market trends and/or my personal objectives. Additionally, as he's stood up his current company with it's partners I feel that the talent they've assembled provides an even stronger foundation for my investment.

sasnlex

5/5

Great team, I've known Jason since 1995 when he cold called me and convinced me to come in and see him. I've been with him ever since.

It's also great working with Merrick and Kim.

They make us feel like family!

lynn S.

5/5

I love working with Jason , Merrick and Kim. They are all so quick to respond to my needs and so helpful keeping me up to date on the economic environment. It gives me a great feeling of security knowing that they are looking after my retirement investments.

Darryl L.

5/5

My wife and I have been with Jason and his team for many years. They are very professional and very helpful to our needs. If we do not fully understand a subject/topic, they always take the time to further explain it for us and always to our satisfaction. Great Team!

Elizabeth R.

5/5

I’m very pleased with the financial services offered by StrateFi Wealth Management. They also performed well when my 90 year old father relocated back to CA. His retirement portfolio increased despite drawing out monthly stipends for his geriatric care. I would recommend them highly and am appreciative of their professional and personalized management services.