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 is an investment service company located at Address: 501 N El Camino Real UNIT 205, San Clemente, CA 92672.

You can reach them by phone at Phone: 9494926900.

Their website is Website: quiverfinancial.com.

Specialties

Quiver Financial Holdings, LLC specializes in investment services. They provide informative seminars, emails, and personal meetings to help clients stay informed and confident about their investments. They are always available to answer questions and manage clients' personal portfolios on a regular basis.

Other Points of Interest

Their office is wheelchair accessible, with a wheelchair accessible entrance and parking lot. An appointment is required to visit the office.

Opinions

Quiver Financial Holdings, LLC has received positive reviews from clients. They appreciate the informative seminars, emails, and personal meetings, as well as the availability to answer questions and manage portfolios. The personalized service helps clients feel confident about their investments.

Average Opinion

The average opinion rating for Quiver Financial Holdings, LLC is 4.8/5 based on 17 reviews on Google My Business.

Recommendation

If you are looking for an investment service company, Quiver Financial Holdings, LLC is a great option. Their personalized service and availability to answer questions helps clients feel confident about their investments. We recommend visiting their website at quiverfinancial.com to learn more about their services and how they can help you with your investment needs.

👍 Reviews of Quiver Financial Holdings, LLC

Quiver Financial Holdings, LLC - San Clemente, California

Connie Leifheit

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 Legdan

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 Estates

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 Blo

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 Sobel

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 Dong

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 AUDREY LIU

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 Hudson

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.