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 17 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Quiver Financial Holdings, LLC

☎️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: Una opción de servicios de inversión confiable en California

Quiver Financial Holdings, LLC se encuentra ubicada en 501 N El Camino Real UNIT 205, San Clemente, CA 92672, en el corazón de California. Con un teléfono directo a 9494926900, esta empresa ofrece servicios de inversión de alta calidad a sus clientes.

Características y especialidades

Quiver Financial Holdings, LLC se especializa en servicios de inversión, brindando a sus clientes una amplia gama de opciones para lograr sus objetivos financieros. La empresa se enfoca en proporcionar asesoramiento personalizado y atención al cliente para garantizar que sus inversiones estén alineadas con sus necesidades y objetivos.

La empresa cuenta con un entrada y aparcamiento para personas con discapacidad, lo que la hace accesible para todos los clientes. Además, se requiere una consulta previa para programar una cita, lo que garantiza que cada cliente reciba la atención individualizada que necesita.

Opiniones y reseñas

Con 17 reseñas en Google My Business, Quiver Financial Holdings, LLC ha demostrado ser una empresa confiable y respetada en la comunidad financiera. Los clientes han expresado su satisfacción con los servicios de la empresa, destacando la atención personalizada y la disponibilidad de los asesores. Un cliente agradecido comentó: "Gracias a todos en Quiver Financial por las seminarios informativos, correos electrónicos y reuniones personales. Me aseguro de poder alcanzar a alguien y mantenerme informado sobre mi cartera de inversiones de manera regular. Me siento seguro de que mi dinero está trabajando para mí."

Información recomendada

Para aquellos que buscan una empresa de servicios de inversión confiable en California, Quiver Financial Holdings, LLC es una opción excelente. Con su ubicación en San Clemente y su enfoque en la atención al cliente, esta empresa ofrece una experiencia de inversión personalizada y profesional. Si está buscando mejorar su cartera de inversión o simplemente necesita asesoramiento financiero, se recomienda visitar la página web de Quiver Financial Holdings, LLC en quiverfinancial.com para obtener más información y programar una cita.

👍 Reviews of Quiver Financial Holdings, LLC

Quiver Financial Holdings, LLC - San Clemente, California

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.

Kayce H.

5/5

I am very grateful for the personal attention that Justin, Colby and Laurel provide. Their regular check-ins, how they keep us informed of the trends and are responsive whenever needed are great. Most importantly, I feel my money is safe and is growing steadily.