Provence Wealth Management Group

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18101 Von Karman Ave Ste 1290 (at Michelson Dr)
Irvine, CA 92612

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(949) 222-6400
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Provence Wealth Management Group - Irvine, CA
Provence Wealth Management Group - Irvine, CA
Provence Wealth Management Group - Irvine, CA
Provence Wealth Management Group - Irvine, CA
Provence Wealth Management Group - Irvine, CA
Provence Wealth Management Group - Irvine, CA
Provence Wealth Management Group - Irvine, CA
Provence Wealth Management Group - Irvine, CA
Provence Wealth Management Group - Irvine, CA
Provence Wealth Management Group - Irvine, CA
Provence Wealth Management Group - Irvine, CA
Provence Wealth Management Group - Irvine, CA
Reviews
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Best

Brian has worked with me since 2007. He has truly diversified my assets - the 2008 downturn was not a concern at all. Before I was with WellsFargo Premier Wealth Management and th...

Worst

All reviews seem positive

Financial Advisor 4/16/2012

Brian has worked with me since 2007. He has truly diversified my assets - the 2008 downturn was not a concern at all. Before I was with WellsFargo Premier Wealth Management and they charged me a 1.5% management fee just to put me in mutual funds that performed sub par. 2 Years ago he helped my family and I restructure our life insurance policies to get more coverage for the same costs and on top of that the cash value build up will be significantly better than with our previous policies. I have been extremely happy with Brian and would totally recommend his services to anyone I know. more
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Great Financial Advisor! 4/13/2012

Brian has been my advisor since 2006. I'm sure we don't have as much in assets as his other clients but he has never made us feel that way. He was able to educate us on the power of annuities, if utilized correctly. Before, I had such a bad perception of annuities, and was a little turned off at first that he insisted on educating us on how it could play a powerful role in our retirement plan. We're glad we did it. more
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Brian Reyes - Financial Advisor You Can Trust! 4/12/2012

I wish I could say I found Brian Reyes, but he actually found me! I was a single mom with some money after sale of a company and a divorce settlement. I had very little expertise in wealth management and knew I had to come up with a plan. more
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Annuities 4/11/2012

I met with Brian early last year. I went to see him because I've been wanting to purchase an annuity but didn't understand how the guaranteed income worked. After sitting down with him he explained the pros and cons of investing in annuities and the differences in how a fixed annuity worked and a variable annuity works. He also explained that what I was looking for was something called a living benefit that you put on an annuity. A week later he proposed an annuity to me that he though would fit my situation and wants best. I'm glad I decided to go with Brian, from what he has said and my understanding from my statements, my income account has locked in over a 15% gain. more
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Insurance 4/10/2012

I was referred to Brian from the HR Manager at our company. I wanted to make sure that my family and I had enough insurance. I've read and heard many things about insurance, term, permanent, return of premium, buy term and invest the difference... It was all confusing to me and I wanted a professional opinion that I could trust. Brian not only took time out of his day to explain the differences to me but he analyzed our existing policies for free. He proposed restructuring and consolidating our existing permanent policies and even told us to keep our term policies through our companies' because it would be cheaper than doing a new one through him! We currently are not using his retirement services but one day when we can move our 401Ks I don't see why we wouldn't. more
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Financial Stuff 4/10/2012

I got a divorced in 2003. My husband dealt with most of the finances, so when the divorce was final I really had no guidance when it came to the financial stuff. I went to my credit union and the Financial Advisor there threw my settlement check into an Annuity, and I kept my life insurance policies with my husbands life insurance agent. I met Brian in 2005 when he was still at Ameriprise. He looked like he had just come out of High School, but something about him just made me comfortable and for such a young person he came off very intelligent and mature beyond his years. I transferred the settlement money and restructured my life insurance policies through him. Even though I do not enjoy managing the financial aspects in life, he is big on being educated enough to know what's going on with my money and why. I feel very comfortable with Brian and I feel he came around the perfect time in my life. more
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401k rollover 4/10/2012

Brian is the 401K Advisor to my current company. During one of his visits to our company we had a 1 on 1 meeting and discussed possibly consolidating my old 401K accounts with my previous employer. At the time it was a Fidelity and Merill Lynch Plan, both very good companies so I was hesitant at first. After a few follow up phone calls and one more strategy meeting I decided to give him a shot. After about 2 years now I am really impressed with the results. I was not aware of alternative investments before, but Brian kept emphasizing how it would really diversify my assets versus what I had been doing. I only wish that I had done this sooner and maybe I may not have lost as much money as I did several years ago. I have already recommended Brian to my friends and the ones that have met with him have nothing but good things to say. more
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Summer SALE!!!:
15% OFF all yearly plans
Use year15 at checkout. Expires 1/1/2021

Creating enduring relationships with valuable Financial Advice! Call Provence Wealth Management Group today 949-777-6065 for an appointment!

Owner Message

  • Provence Wealth Management Group is a leading provider of comprehensive financial counseling and education services for corporate executives, employees, as well as high-net-worth individuals and families. Provence Wealth Management Group works with attorneys and other advisers in an effort to achieve comprehensive and coordinated planning, sophisticated reporting, and thorough implementation. Provence Wealth Management Group offers assistance with Annuities, Insurance Planning, Investments, Financial Planning, Retirement Plans, Managing Taxes and more! Our goal at Provence Wealth Management Group is to create an enduring relationship founded on trust, respect & mutual interest that integrates valuable financial advice with a profound sense of ownership & responsibility. So call Provence Wealth Management Group today at 949-777-6065 and talk to our highly trained and educated advisers!

Additional information
  • Hours: Monday-Friday 9:00 AM-5:00 PM
  • Neighborhoods: Irvine Business Complex
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