Suki V.
2/17/2024
I met Dave when I was 19 years old and he has now been guiding and educating me for 46 years! I am preparing to retire now and Dave has been so gracious for nearly half a century with me. He...
Maupin Payne Financial Advisors
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310 E Citrus Ave
Redlands, CA 92373
Maupin Payne Financial Advisors, located in Redlands, California, specializes in creating tailored financial strategies that align with clients' personal aspirations and values. Their approach involves a comprehensive understanding of each client's unique circumstances to develop a financial plan that both manages investments and optimizes tax efficiency.
The firm operates on a structured process that includes discovery, development, and implementation, ensuring that clients are actively engaged in their financial journey. With a team of experienced professionals, Maupin Payne Financial Advisors aims to demystify financial management and help clients achieve lasting success and confidence in their financial futures.
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Reviews
5.05 reviews
Christopher C.
10/20/2022
David is a super guy, easy to talk to and a highly knowledgeable and experienced CFP. I would recommend him to anyone, even my mother.
Trisha T.
7/15/2020
The Staff, David, Tyler and Tina at Maupin Financial are knowledgeable and a true pleasure to work with all these years! Highly recommend!
Susan M.
8/6/2020
My husband and I have been clients of Dave's for over 20 yrs. The advice, service, and availability has been fantastic over the many years. In the past two years I relied on the office because of...
Meagan S.
11/28/2018
Phil Naman is great. Had a meeting with him where we discussed in detail information pertaining to my situation. Very knowledgeable, professional, and all around great guy! If you are looking for...
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