We have been with Capital Advisors for over 25 years. I have found them to be honest, committed, communicative, responsive, and pro-active. I fully trust Andy and his team and would highly recommend them.
November 2021
Nov 2021 -- Twenty plus years ago my husband and I used a family-recommended and big-name investment firm to manage our savings and IRAs. As business owners, we were extremely busy and didn't mind paying a reasonable fee for reasonable returns. Long story short, we were too busy to properly monitor the accounts and though our investments did make some money, taxes and constant stock transfers ate up a lot of the income. After selling our business and retiring, we worked to find a money management team that would do the work and keep us informed. We took the time to actually interview multiple agencies and discussed our findings with our accountant since he would... read full review
We have been with Capital Advisors for over 25 years. I have found them to be honest, committed, communicative, responsive, and pro-active. I fully trust Andy and his team and would highly recommend them.
Nov 2021 -- Twenty plus years ago my husband and I used a family-recommended and big-name investment firm to manage our savings and IRAs. As business owners, we were extremely busy and didn't mind paying a reasonable fee for reasonable returns. Long story short, we were too busy to properly monitor the accounts and though our investments did make some money, taxes and constant stock transfers ate up a lot of the income. After selling our business and retiring, we worked to find a money management team that would do the work and keep us informed. We took the time to actually interview multiple agencies and discussed our findings with our accountant since he would... read full review