A complete list of active advisors currently associated with Maxwell Financial Group, Inc
Warmer can help you find a great advisor at Maxwell Financial Group, Inc or one who fits your needs even better.
Maxwell Financial Group serves individual clients, including high‑net‑worth individuals, and provides advisory services to companies and pension/profit‑sharing plans. Its services include ongoing portfolio management, financial planning, third‑party portfolio reviews, and employer‑sponsored retirement plan advice. The firm documents client goals and constraints in an Investment Policy Statement and conducts periodic reviews (at least quarterly), implementing strategies with client approval rather than on a discretionary basis. Maxwell employs a range of analytical methods (charting, fundamental, technical, cyclical) and may use long‑ and short‑term trading, margin, short sales, and options strategies consistent with client risk tolerances. Noteworthy aspects include that the firm reports all managed assets as non‑discretionary (approximately $8.8 million) and that it periodically conducts no‑cost educational seminars focused on retirement planning. The brochure also discloses that some advisors are licensed insurance agents who may offer commissionable insurance products, and the firm offers fee‑based third‑party portfolio review services and formal fiduciary acknowledgements for retirement‑plan advice.
To learn more about the advisors currently working at Maxwell Financial Group, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Calabasas, CA
| 18
| |
Sherwood, OR
| 18
| |
Sherwood, OR
| 11
|
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