Irvine Wealth Management

Hours

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

Chamber Rating

5.0 - (9 reviews)
9
0
0
0
0
Read Our 9 Reviews

Chamber Rating

5.0 - (9 reviews)
9
0
0
0
0
  • 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

Read Our 9 Reviews

About
Irvine Wealth Management

We specialize in Retirement Planning and offer a wide range of financial products and services to families and individuals, professionals, executives and business owners, to help them set up and manage their retirement plans, both before and after retirement.

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

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

Ratings and Reviews
Irvine Wealth Management

Overall Rating

Overall Rating
( 9 Reviews )
9
0
0
0
0
Write a Review

Frank Wegscheider on Google

image 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

image 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

image 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

image 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

image 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!


Load More Reviews

Overall Rating

Overall Rating
( 9 Reviews )
9
0
0
0
0

Write a Review

RATING:
Create 1 Star Review Create 2 Star Review Create 3 Star Review Create 4 Star Review Create 5 Star Review

Financial Consultant Near Me in Irvine, CA

Fiona Ventura - Morgan Stanley
1901 Main St Ste 700
Irvine, CA 92614
949-809-1242
( 0 Reviews )
Better Debt Solutions
2525 Main St #500
Irvine, CA 92614
866-212-4229
( 171 Reviews )
Tracy Marlene Leonard - Ameriprise Financial Services, LLC
4 Venture Ste 300
Irvine, CA 92618
949-453-0593
( 0 Reviews )
Gerhard Widtmann - Prudential Financial
3333 Michelson Dr #280, Suite 280
Irvine, CA 92612
(949) 566-8512
( 0 Reviews )
Peter Chan - Prudential Financial
3333 Michelson Drive, Suite 820-Alha, Suite 820-Alh
Irvine, CA 92612
(949) 440-5393
( 0 Reviews )
Raymond Rai - Prudential Financial
3333 Michelson Dr #820
Irvine, CA 92612
949-440-5300
( 0 Reviews )
John Barger - Allstate Agent
101 Pacifica, 260 Ste
Irvine, CA 92618
(949) 788-0136
( 1 Reviews )
Merrill Lynch Wealth Management Advisor Mike Mahoney
100 Spectrum Center Dr
Irvine, CA 92618
(949) 859-2922
( 0 Reviews )

START DRIVING

ONLINE LEADS TODAY!

ChamberofCommerce.com
Loading