Irvine Wealth Management
-
9870 Research Dr
Irvine, California 92618 - 949-788-1828
Hours
Chamber Rating
-
Frank Wegscheider
Matthew became our financial advisor shortly after the 2002 stock market correction. Our prior advisor was not communicating with us in a timely manner when we had pressing financial issues. We were subsequently referred to Matthew as someone who would respond to our financial questions promptly and would provide a more individualized and explanatory service for our particular needsthis has more than proven to be the case. We feel very secure in entrusting our investments with Matthew and continuing to have him guide us in other financial decisions as our financial situations change. Moreover, our relationship with Matthew has evolved from being solely a business relationship into a close personal friendship. Mom doesnt have her own emailher assessment follows: Matthew Sassani-"A Man with integrity. We have known Matthew for many years as our financial advisor. He has always been competent, trustworthy, patient, and kind. Way to go Matthew! Lillian (Mom) 93
Oct 6th, 2022 -
No Name
Matthew has guided investments and retirement plans for myself and my family for over 20 years. His advice and attention to detail is second to none. We live in a time of financial uncertainty, so its imperative to have an Advisor like Matthew to guide you through these shark-infested financial waters. He is at the top of his game and would absolutely recommend him to anyone seeking help with their investments, retirement & estate planning etc.. Ask for Mario if you would like more info.
Sep 20th, 2022 -
John Tyler
Matthew has been our financial advisor for over 20 years. With his help my wife and I have had a secure and financially stable retirement. I can rest assured that Matthew is keeping abreast of developments in the market and is helping us make sound financial decisions. With the wealth of options out there, we needed someone knowledgeable and experienced. Matthew is like part of the family now and I trust that he handles our interests as such.
Sep 19th, 2022 -
Anitha Abraham
Matthew Sassani has been our financial advisor for more than 18 years. He always keeps our best interests in mind. He provides us with sound advice and guidance while giving us the freedom make an informed decision to choose what is right for us. He checks in with us and returns our calls promptly. Over the years, our professional relationship evolved in to a perfect balance of professional and personal connection. We highly recommend Matthew to our family and friends.
Sep 15th, 2022 -
Scott Linnell
You get lucky a time or two in lifeand getting connected with Matthew was one of those times. That was about 20 years ago and I had limited assets at the time. I still remember the 5 star attention and interest I received from Matthew. Times have changed along with my portfolio value but, the 5 star investment experience has not. Particularly in these challenging times, Im so grateful for Matthews two decades of advice, council and direction. As a result, I am not fearful about our uncertain future. Best of allI call Matthew a very good friend and someone Ill always know will be there for me!
Sep 13th, 2022
Contact Info
- 949-788-1828
Products
- Investing
- Wealth Management
- Wealth preservation/Estate planning
Questions & Answers
Q What is the phone number for Irvine Wealth Management?
A The phone number for Irvine Wealth Management is: 949-788-1828.
Q Where is Irvine Wealth Management located?
A Irvine Wealth Management is located at 9870 Research Dr, Irvine, California 92618
Q What is the internet address for Irvine Wealth Management?
A The website (URL) for Irvine Wealth Management is: http://www.irvinewealthmanagement.com/
Q How big is Irvine Wealth Management?
A Irvine Wealth Management employs approximately 20+ people.
Q What days are Irvine Wealth Management open?
A Irvine Wealth Management is open:
Sunday: Closed
Monday: 9:00 AM - 6:00 PM
Tuesday: 9:00 AM - 6:00 PM
Wednesday: 9:00 AM - 6:00 PM
Thursday: 9:00 AM - 6:00 PM
Friday: 9:00 AM - 6:00 PM
Saturday: 9:00 AM - 2:00 PM
Q How is Irvine Wealth Management rated?
A Irvine Wealth Management has a 5.0 Star Rating from 9 reviewers.
Hours
Ratings and Reviews
Irvine Wealth Management
Overall Rating
Overall Rating
( 9 Reviews )Frank Wegscheider on Google
Matthew became our financial advisor shortly after the 2002 stock market correction. Our prior advisor was not communicating with us in a timely manner when we had pressing financial issues. We were subsequently referred to Matthew as someone who would respond to our financial questions promptly and would provide a more individualized and explanatory service for our particular needsthis has more than proven to be the case. We feel very secure in entrusting our investments with Matthew and continuing to have him guide us in other financial decisions as our financial situations change. Moreover, our relationship with Matthew has evolved from being solely a business relationship into a close personal friendship.
Mom doesnt have her own emailher assessment follows:
Matthew Sassani-"A Man with integrity. We have known Matthew for many years as our financial advisor. He has always been competent, trustworthy, patient, and kind. Way to go Matthew!
Lillian (Mom) 93
No Name on Google
Matthew has guided investments and retirement plans for myself and my family for over 20 years.
His advice and attention to detail is second to none. We live in a time of financial uncertainty, so its imperative to have an Advisor like Matthew to guide you through these shark-infested financial waters. He is at the top of his game and would absolutely recommend him to anyone seeking help with their investments, retirement & estate planning etc.. Ask for Mario if you would like more info.
John Tyler on Google
Matthew has been our financial advisor for over 20 years. With his help my wife and I have had a secure and financially stable retirement. I can rest assured that Matthew is keeping abreast of developments in the market and is helping us make sound financial decisions. With the wealth of options out there, we needed someone knowledgeable and experienced. Matthew is like part of the family now and I trust that he handles our interests as such.
Anitha Abraham on Google
Matthew Sassani has been our financial advisor for more than 18 years. He always keeps our best interests in mind. He provides us with sound advice and guidance while giving us the freedom make an informed decision to choose what is right for us. He checks in with us and returns our calls promptly. Over the years, our professional relationship evolved in to a perfect balance of professional and personal connection. We highly recommend Matthew to our family and friends.
Scott Linnell on Google
You get lucky a time or two in lifeand getting connected with Matthew was one of those times. That was about 20 years ago and I had limited assets at the time. I still remember the 5 star attention and interest I received from Matthew. Times have changed along with my portfolio value but, the 5 star investment experience has not. Particularly in these challenging times, Im so grateful for Matthews two decades of advice, council and direction. As a result, I am not fearful about our uncertain future.
Best of allI call Matthew a very good friend and someone Ill always know will be there for me!
Overall Rating
Overall Rating
( 9 Reviews )Write a Review
Financial Consultant Near Me in Irvine, CA
Fiona Ventura - Morgan Stanley
Irvine, CA 92614
949-809-1242 ( 0 Reviews )
Better Debt Solutions
Irvine, CA 92614
866-212-4229 ( 171 Reviews )
Tracy Marlene Leonard - Ameriprise Financial Services, LLC
Irvine, CA 92618
949-453-0593 ( 0 Reviews )
Gerhard Widtmann - Prudential Financial
Irvine, CA 92612
(949) 566-8512 ( 0 Reviews )
Peter Chan - Prudential Financial
Irvine, CA 92612
(949) 440-5393 ( 0 Reviews )
Raymond Rai - Prudential Financial
Irvine, CA 92612
949-440-5300 ( 0 Reviews )
John Barger - Allstate Agent
Irvine, CA 92618
(949) 788-0136 ( 1 Reviews )
Merrill Lynch Wealth Management Advisor Mike Mahoney
Irvine, CA 92618
(949) 859-2922 ( 0 Reviews )