Here at Maven Financial, we are passionate about educating and empowering clients like you to make the best possible decisions with your financial resources. By matching your needs and risk tolerance with innovative investment and insurance solutions, my team and I will help you protect and provide for the people you care about most. We will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that we would expect for ourselves. To work with Maven Financial is to make sense of the entire spectrum of wealth and risk management, not just to focus on investments. You will know that every day you are progressing toward what you and your loved ones really want out of life.
Vicky Staudinger is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with other independent unaffiliated insurance companies.
Vicky Staudinger is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
Vicky Staudinger is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
Maven Financial is not owned or operated by New York Life Insurance Company or any of its affiliates.
Neither Maven Financial, New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions
I am not licensed in all jurisdictions.
My CA insurance license is 0F42460
5005 Lyndon B Johnson Freeway
Suite 1600
Dallas, TX 75244-6115
(703) 687-3050
Company Details
- Employees
- 3
- Founded
- -
- Address
- 5005 Lyndon B Johnson Fwy,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- mavenplanning.com
- Keywords
- • Investments, • Wealth preservation planning, • Lifetime income strategies, • Wealth transfer strategies, • Retirement planning, • Asset protection, • Charitable giving.
- HQ
- Dallas, Texas
Maven Financial Questions
Maven Financial's website is mavenplanning.com
Maven Financial's LinkedIn profile is https://www.linkedin.com/company/maven-financial
Maven Financial has
3 employees.
View email and phone details for 3
employees at Maven Financial.
Maven Financial's industry is
Financial Services
Maven Financial's categories are Financial Services
Maven Financial's founding year is 2017
