Investing near Poway, CA

7 locations found near Poway

“We started working with CCMI in 2021 after realizing that we did not have a clear picture of our finances and how they looked 20 years from now. Creating a financial plan with Kim Benson was one of the best things we have ever done. It gave us a clear picture of exactly what we needed to do in order to set ourselves up for success in retirement. The financial plan was such an eye opening experience and there was not any hesitation in moving our portfolio to CCMI. There is no one that I would trust more than Kim Benson to manage our money going forward. Thank you to Kim and her entire team at CCMI.”

5 Superb4 Reviews

“We’ve chosen prime capital choice twice now, and zero regrets. They have done everything they said they would do. No high pressure or pushy calls, like you get from the competition. We would utilize their services again if we developed a need. Friendly, knowledgeable, helpful and highly understanding reps is the key reason we stick with PCS.”

4 Good10 Reviews

“I’ve enjoyed my experience here. I walked in without an appointment, needing help on a last minute request. They were able to immediately help me and even waived the usual fees. Everyone there was nice and polite.”

3.5 Good16 Reviews

“Fidelity investments has been helping my family plan for our future for 30 years. They are an order of magnitude better than other services such as Vanguard, Wells Fargo, Ameritrade etc.And Fidelity is less expensive.”

3.6 Good15 Reviews

“Had great service here today. Max was kind enough to squeeze us in between appointments. Really appreciated the outstanding service. Thanks for a good experience.”

1.8 Poor6 Reviews

“Andres IS THE MAN!!!!! THANK YOU so much for attentive and authentic, you listened and it was effective with what we had to get done. As a business owner communication is huge and you can tell he cares. COVID made life feel like a rollercoaster but it's really great to see somebody still striving to stay positive and give exceptional customer service. High recommend!”

1.4 Poor10 Reviews