Brian
Just what I needed.
I wanted something that would help me see where I stand financially. Personal Capital is helping me see where I am and where I want to be when I retire. I will be using their financial advisor in the very near future.
Personal CapitalReviews of personalcapital.com
- Investments & Wealth
- 3 Lagoon Dr, Suite 200, Redwood City, California
4.4
Great
Based on 719 reviews
Personal Capital4.4What customers rate
Honesty, pricing, process and quality scores appear once 5 customers have rated them.
About Personal Capital
Personal Capital is an industry-leading digital wealth management company with a holistic 360° approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our registered investment advisors provide expert guidance, and logical strategies, based on a personal understanding of an investor’s financial picture and goals. We currently manage more than $11 billion in assets and have offices across the U.S.
Personal Capital (personalcapital.com) has 719 customer reviews on Folks Told, with an average rating of 4.4 out of 5.
- Also known as
- personalcapital.com
- Website
- personalcapital.com
- Category
- Investments & Wealth
- Location
- Redwood City, California
- Listed on Folks Told
- 2026