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9911 Irvine Center Dr #100, Irvine, CA, 92618, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Invested avg. amt. of 432,700 Jan. 2020- Dec. 2023. Not a good experience. Spectrum claims on it's website they create a "customized" portfolio. They actually pick from template "profiles". They also promise that they will "manage the asset allocation class and rebalance based on economic and market conditions". Absolutely not true. Over 4 years, the Asset Allocation stayed the same during many potentially foreseen economic upheavals. (COVID, Rising interest rates, falling stock market). We asked for a "moderate" profile, a... read more
PutmanGroup, CPAs has a 2 star rating with 6 reviews.
PutmanGroup, CPAs is closed now. It will open at 9:00 a.m.
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