Weaver Consulting Group

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101 Main St Ste 220
Huntington Beach, CA 92648

Weaver Consulting Group is a family-run business led by CRPC-Certified Advisors, Jason and Travis Weaver, with 20 years of experience in creating customized retirement solutions for individuals and families. They specialize in helping clients transition from wealth accumulation to capital preservation and retirement income replacement, providing independent investment advice and expertise in navigating the market cycle.

With a focus on bringing humanity back to retirement planning, Weaver Consulting Group takes pride in genuinely caring about their clients and building lasting relationships. They understand the hard work put in by their clients and aim to help them achieve the life they desire, whether it's relaxing, reconnecting, traveling, or transforming their lives. As a trusted financial partner, they listen attentively and provide the necessary expertise to prepare clients for what lies ahead.

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Reviews

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5.06 reviews
Mariann R.
5/29/2025

Very informative, difficult to reach but advice was excellent, office was very professional and office staff was polite and helpful...I will return.

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Dori R.
12/17/2021

Wow... so glad I found this firm! Very personable and professional. Found out he had been managing my next door neighbor's business for 20 years. Wish I'd known sooner!

J D.
8/29/2022

I HIGHLY recommend Weaver Consulting Group. I a business owner and CFO for our company and utilize the group's team for our corporate retirement and personal investment needs. The customer support...

Patty C.
9/22/2016

We have been going to Jason at Ameriprise for many many years. He has done a great job helping us with our investments. He is always on top of everything. We always enjoy talking with Jessica...

D C.
10/11/2016

My husband and I have been clients of Ameriprise Financial since 1986 when it was called IDS American Express. We have had many advisors over that time period. When Jason took over the practice 19...

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