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Client Centered

At Maven Lane Financial Group, we are here to help you design your best financial life and legacy.

"It's like visiting with a friend."

"It's like visiting with a friend."

At Maven Lane Financial Group, we bring a sense of home to dealing with the complexities of your financial life. When you are with us, you are with someone who cares. We will go above and beyond to create a plan that caters to your individual necessities and ambitions.

OUR CLIENTS

OUR CLIENTS

Our clients are individuals preparing for retirement or who have already retired. Often, clients that come to us are professionals working in technology needing assistance with their stock options, complex benefits and investments, as well as financial planning, tax strategies, estate planning and insurance analysis.

Are you interested in the financial planning services that we offer? Click the link below to learn more.


PRODUCTS & SERVICES
OUR STORY

OUR STORY

Our main objective has always been to closely familiarize ourselves with your unique circumstances, to help you reach your financial planning goals, and to guide you in creating a meaningful legacy. The term maven was derived from the Yiddish word mayven and is defined as “one who understands”. We chose Maven Lane Financial Group because we believe this name uniquely reflects how we work with our clients.  Our primary mission is to understand you, your wants, and your needs.

 

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CREATING YOUR LEGACY

CREATING YOUR LEGACY

At Maven Lane Financial Group, we help you design your best life and legacy.

Our process takes a comprehensive approach to the important steps along your path to pursuing financial success; helping you script your lasting legacy, and live the life you want.

ONLINE ACCESS

ONLINE ACCESS

We offer a variety of useful places to access your accounts online. Each one has their own unique and beneficial features that are valuable to utilize in order to track your progress towards your financial goals.

We have made each of these websites readily available to you; to learn more, click below.


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