Maven Financial
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
5005 Lyndon B Johnson Fwy Ste 1600, Dall...Website
www.mavenplanning.comRevenue
$6 MillionIndustry
About Maven Financial
Maven Financial, based in Dallas, TX, specializes in holistic financial planning and offers a range of services including insurance and investment accounts. The firm is led by Vicky Staudinger, a licensed financial advisor associated with Eagle Strategies LLC and New York Life Insurance Company. Their target clients include individuals seeking comprehensive wealth management, preservation, and distribution strategies. Maven Financial emphasizes creative financial and tax strategies to help clients achieve their financial goals.Explore more
Maven Financial Org Chart
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Maven Financial, based in Dallas, TX, specializes in holistic financial planning and offers a range of services including insurance and investment accounts. The firm is led by Vicky Staudinger, a licensed financial advisor associated with Eagle Strategies LLC and New York Life Insurance Company. Their target clients include individuals seeking comp... Read More
