Maven Financial

Financial ServicesTexas, United States2-10 Employees

Maven Financial operates in the financial services sector, providing guidance and solutions that integrate investment and insurance along with risk management to help clients plan for their families’ future. Based in Dallas, Texas, the firm emphasizes educating clients and building relationships founded on trust and ethical service, aiming to address the full spectrum of wealth and risk management rather than focusing solely on investments. The target market appears to be individuals seeking balanced financial planning that aligns with their needs and risk tolerance, with services that span education, planning, and access to insurance and securities products through affiliated professionals. The organization is associated with New York Life affiliates and related advisory and brokerage entities, while maintaining that Maven Financial is not owned or operated by New York Life Insurance Company. A notable point is the firm’s stated licensing details and location, including a California license noted among its representative credentials, with a Dallas-based office serving clients in the region.

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