About Maia Wealth
Reviews for Maia Wealth
Write a reviewHours
Monday: 8AM - 6PM
Tuesday: 8AM - 6PM
Wednesday: 8AM - 6PM
Thursday: 8AM - 6PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Maia Wealth provides a phenomenal and valuable service through its knowledgeable team. They offer excellent experiences, comprehensive financial plans, and practical workshops focused on managing personal finances and achieving savings goals. The team describes complex concepts in a simple manner, making financial planning feel less intimidating. They are incredible, welcoming, kind, and highly recommended for helping clients gain confidence and a clearer plan for their financial future.
I am fortunate to have Dave Owens as an advisor in my financial life. He is passionate about assisting his clients in finding the ideal investments for their goals, acceptable level of risk, and comfort in their decisions. Dave has an infinite amount of patience in explaining how different products work and what the up and down sides are. While I am decently knowledgeable with 401k accounts and their offerings, by working with Dave, I’ve been able to expand my financial and investment knowledge and take advantage of other ways to create diversity in and grow my retirement portfolio.
We have worked with Dave Owens for over 10 years. Dave is truly a blessing and very good at helping people to look at what they have, and grow their future for their retirement needs. He has helped us with all areas of finance and has kept us aware when things are dramatically changing in the financial world, so that we can make educated decisions on our money and where we are investing it. We highly recommend using Dave Owens for your financial needs.
I can't recommend Dave highly enough. Working with him has been an incredibly valuable experience. He's taken the time to genuinely educate me on financial literacy rather than just managing things behind the scenes.. Thanks to his guidance, I feel confident that I'm setting myself up properly for the future. Dave has a real talent for breaking down the complexities of financial planning into something clear and actionable, and he's always focused on helping me do the right thing for my situation. If you're looking for a financial advisor who truly invests in your understanding and long-term success, Dave is your guy.