Waider Financial & Insurance Services, Inc. is a boutique wealth management and financial servcies firm founded in Long Beach, California. We design, implement and manage personalized wealth management strategies for our clients. We strive to offer sound financial advice and superior customer service.
Our team's proactive approach pursues this by meeting with our clients on an ongoing basis. Through these collaborative engagements, we develop more than a financial plan for your future. We share in your life goals and personal aspirations. Most people think all financial planners are "certified, " but this isn't true.
Our team's proactive approach pursues this by meeting with our clients on an ongoing basis. Through these collaborative engagements, we develop more than a financial plan for your future. We share in your life goals and personal aspirations. Most people think all financial planners are "certified, " but this isn't true.
Services
At Waider Financial and Insurance Services, Inc. we offer a range of wealth management and financial planning services to work towards your goals and needs. It is our fiduciary responsibility to place the interests of our clients first. Whether you are in the Foundation, Accumulation or Preservation stage of your financial life, we have created a customized wealth management process for each of these stages.
Marvin D. Waider, CFP, started his career in the financial services arena in 1994, the year following his graduation from the University of Southern California. That year, Marvin joined Mutual of New York and began working with the medical professional community. He conducted numerous financial planning workshops focusing on ways for individuals to increase their net worth while seeking out appropriate risk transfer strategies.
For over 25 years, we have helped our clients with their investment and insurance needs. The wealth management process is an ever evolving experience and not a simple one time solution. As things change in your life, so will your planning needs. It is our responsibility as your Certified Financial PlannerTM to guide you through life's ever changing financial stages.
Our investment philosophy sets parameters in how your portfolio is constructed and managed. It provides us a roadmap to help keep you focused on your long term goals. This is particularly important when confronted with market volatility. It can help control emotions such as fear and greed which can override logic and reason.
Waider Financial & Insurance Services, Inc. works in conjunction with your tax planning and estate planning professionals. If needed, we have built a network of trusted advisors in these fields to whom we can refer you to. For more information about our firm and the services we offer, send us a quick email or call the office.
Reviews (2)
Charles Chang
Aug 30, 2017
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Veronica Madriles
Jan 11, 2017
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I originally wanted to cancelle my blue shield insurance. GABBY told me that I would not get billed the next month, even if it was a day before the month was over. Then I see I was billed and with more fees from the bank. I called Waider to explain the situation and didnt recieve a call till 2 weeks later. The owner called and blamed the situation on me and didnt believe anything I was saying. He was too caught up on me turning in the cancellation letter the day before the month was over, which I knew, but Gabby told me that I would NOT get charged the following month. The owner told me that there
