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Personal Capital is the next-generation financial advisor. Some even say we are fundamentally altering the traditional financial services landscape. We take this as a compliment. Our client-centric business model helps empower individuals to make better money decisions. We combine technology with world-class advisory services to deliver truly personal and objective wealth management solutions for complex financial lives. We provide free tools to help users analyze where they are and determine how to get where they want to go. Our software helps users make well-informed financial decisions by providing them with a holistic view of their money. As a registered investment advisor (RIA), we take an objective approach, holding ourselves to the highest fiduciary standard and always acting in our clients` best interests. Our personal financial advisors are dedicated to each and every client, always delivering conflict-free advice. And we ensure a transparent experience for our clients, with no gimmicks or hidden fees. Our founding team consists of finance and technology veterans who aim to bridge the gap between financial services and technology, making elite financial advisory services available to the masses. Our CEO, Jay Shah, obsesses over our simple seven-word mission, "Better Financial Lives Through Technology and People," and we live up to it every day, improving the finances of over 1.4 million households with our award-winning free tools and revolutionary digital wealth management service.
We take tremendous pride in our commitment to you; that’s why we offer a large variety of client services. Our client services will give you piece of mind while still giving you the freedom to concentrate on building and developing your business. Entrust the welfare of your business to Capital Insurance Group.
Presley is a Courtenay, BC-based company in the Financial Services sector.
Aubrey G. Lanston and Co. is a Hoboken, NJ-based company in the Financial Services sector.
MAI wealth advisors is one of the leading providers in Financial Services. It is based in Forest Hill, MD. To find more information about MAI wealth advisors, please visit www.maiwealth.com