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Weaver Consulting Group
- Huntington Beach, CA
About this business
Weaver Consulting Group is a family-run, boutique Registered Investment Advisory firm based in Huntington Beach, California, serving clients across Costa Mesa, Newport Beach, and the greater Orange County area. Our mission is to bring humanity back to financial planning by focusing on relationships first and finances second. While financial advice is everywhere, what truly matters is who it comes from — and our clients trust us to guide them through life’s most important decisions with care, expertise, and integrity. With o... read more
Location details
101 Main St, St #220, Huntington Beach, CA, 92648, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Jason has lost his ability to help clients. He and his team do not return calls, left my assets locked up in a Fidelity account for a week bc then ignored sending it to my personal account, never replied. You’re better off picking a different financial non-advisor. Pull your funds ASAP
I've been working with the Weaver Consulting Group for a number of years right now. I feel very lucky to have the confidence in knowing my financial plan is in order, and we are on a journey toward retiring comfortably. Anytime I've experienced a life change, Travis has been there to steer our plan in the best direction. Thanks team!
Weaver Consulting and Jason in particular have been our investment managers for over a decade. We've recommended them to countless friends and family and everyone has been more than happy with their service. They're responsive, accommodating, do a great job of adjusting to your needs and explaining investments. And most importantly, they handle your investments intelligently and get good returns. Highly recommend.
Jason Weaver of Weaver Consulting Group has been our Financial Advisor for 18 years. We are proud that he was recently recognized in the Forbes Best-In-State Wealth Advisors list for 2019. Jason is trustworthy, highly skilled, reliable and diligent about managing our investments to meet our needs. Everyone at Weaver Consulting Group are amazing and have their clients best interests at heart. We couldn't be happier with their service and we highly recommend them.
5 stars for the Weaver Consulting group. I am a complete novice when it comes to investing, retirement planning, 401k everything. My husband and I recently purchased our first home and had our first child. We were overwhelmed with money management, protecting our assets, and preparing for the future. The overwhelmed feeling quickly went away when I met with Jessica and Hunter. They are so friendly, personable, and kind. They sat me down and organized my finances in a system that allowed me to see everything on one screen. Th... read more
Frequently asked questions about Weaver Consulting Group
How is Weaver Consulting Group rated?
Weaver Consulting Group has a 4.9 star rating with 38 reviews.
When is Weaver Consulting Group open?
Weaver Consulting Group is closed now. It will open tomorrow at 9:00 a.m.
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