Personal Capital - Redwood City, California

Personal Capital: A Comprehensive Investment Company

Address: 3 Lagoon Dr Suite 200, Redwood City, CA 94065.

Phone: 8558558005.

Website: personalcapital.com.

Specialties: Investment company.

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.

Opinions: This company has 15 reviews on Google My Business.

Average opinion: 3.5/5.

Features and Services

Personal Capital is a highly regarded investment company that offers a comprehensive range of financial services to help individuals manage their wealth. The company provides a suite of tools and resources that cater to various aspects of personal finance, including investment management, budgeting, retirement planning, and tax planning. One of the key features of Personal Capital is its user-friendly interface, which allows users to easily monitor their financial progress and make informed decisions about their investments.

The company's investment management services include personalized portfolio management, where clients can access professional advice and guidance to help them make the most of their investments. Personal Capital also offers a robust financial planning tool, which helps users set and achieve their financial goals by providing personalized recommendations and projections.

Location and Accessibility

Personal Capital is headquartered in Redwood City, California, and has several regional offices across the United States. The company's accessible location and user-friendly online platform make it easy for clients to access their accounts and receive support whenever they need it.

Customer Reviews and Feedback

Personal Capital has received mixed reviews from customers, with some praising the company's user-friendly interface and comprehensive financial planning tools, while others have expressed dissatisfaction with the company's recent rebranding efforts. On average, the company's Google My Business reviews reflect a 3.5/5 rating, indicating that while there are some areas for improvement, Personal Capital remains a solid choice for individuals looking for investment guidance and financial planning support.

Recommendation

If you are looking for a comprehensive investment company that offers a range of financial planning tools and personalized advice, Personal Capital is certainly worth considering. With a user-friendly platform, expert guidance, and a range of services to meet your individual needs, Personal Capital can help you make the most of your investments and achieve your financial goals.

To learn more about Personal Capital's services or to get started with their investment management tools, visit their website at personalcapital.com or contact them directly at 8558558005.

Don't miss the opportunity to take control of your financial future with Personal Capital – start today and see the difference a comprehensive investment company can make in your wealth management. Contact them now and embark on a journey towards financial success.

👍 Reviews of Personal Capital

Kitty L.

4/5

I really like it so far. Have been using the app as well for about 4 mos. Of course they’ve just changed their name to something dumb “empower”. Spare us this hipster-ism PLEASE 🙄

Paul G.

2/5

They have a set of tools that supposedly allow you to see all of your accounts in one place. Primarily, I think this is just a carrot to get you to create an account so they can start calling you to pitch their financial planning service, which is a paid service.

The only problem is the tools are broken. I tried in 2018 and again this year to access my bank accounts - without success. I can see checking and savings, but not my credit card. Each time I contacted tech support and each time I got "we're working on that but don't have an estimate for when this will be resolved."

Bottom line - if they can't see what you're spending your money on, how can they effectively advise you.

Joshua L.

4/5

Great app for managing personal finances, investments and retirement. I have 10+ accounts hooked up to PC and use it almost everyday to stay on top of things. I used Mint in the past however it has fallen behind PC and became an annoying advertising platform. I did try out PCs investment management service however it has a high % mgmt fee vs ROBOs like betterment and wealthfront for about the same performance. I also tried PCs cash service which started out with a high interest rate. The high rate unfortunately did not hold and i had to move my savings into Marcus by GS. If PC can bring to market a high interest checking/savings account along with Betterment style investment management it would be the perfect service. Come on PC, you can do it!

Vu N.

5/5

Great freemium product to manage your finances. Nice dashboard to see all your spending and investments

STORM

1/5

Another junk mail company, almost as bad as getting robo calls stay away!

Charles G.

1/5

Great system, terrible advisor that was assigned to me.

Franck D.

1/5

Stop trying to call me!

Donald T. (.

4/5

All closed