PACIFIC CAPITAL - Corona, California

Address: 1861 California Ave Suite 101, Corona, CA 92881, United States.
Phone: 8447778777.
Website: pacificcapital.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair-accessible entrance, Wheelchair-accessible parking lot, Wheelchair-accessible washroom, Washroom, Appointment required, Appointments recommended.
Opinions: This company has 220 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of PACIFIC CAPITAL

☎️8447778777

⏰ Open Hours of PACIFIC CAPITAL

Monday: 8 a.m.–3 p.m.
Tuesday: 8 a.m.–3 p.m.
Wednesday: 8 a.m.–3 p.m.
Thursday: 8 a.m.–3 p.m.
Friday: 8 a.m.–3 p.m.
Saturday: Closed
Sunday: Closed

Pacific Capital: Un proveedor de servicios financieros confiable y personalizado

Ubicada en Corona, California, Pacific Capital es una empresa de servicios financieros que ofrece asesoramiento y consultoría financiera a individuos y familias. Su dirección es 1861 California Ave Suite 101, Corona, CA 92881, United States, y puede ser contactada por teléfono en 8447778777 o visitando su página web en pacificcapital.com.

Características y especialidades

Pacific Capital se destaca por su enfoque personalizado y profesional en asesoramiento financiero. Sus especialidades incluyen planificación financiera y consultoría financiera, lo que les permite brindar soluciones adaptadas a las necesidades únicas de cada cliente. La empresa se caracteriza por su compromiso con la transparencia y la comunicación efectiva, garantizando que sus clientes estén informados y seguros en sus decisiones financieras.

Accesibilidad y servicios

Para facilitar la experiencia de sus clientes, Pacific Capital ofrece servicios en línea y en sitio, lo que les permite acceder a sus servicios de manera cómoda y conveniente. La empresa también se esfuerza por ser accesible para todos, con una entrada y estacionamiento para sillas de ruedas, así como un baño accessible.

Recomendaciones y opiniones

Los clientes de Pacific Capital han expresado su satisfacción con los servicios que ofrecen. Muchos han mencionado la importancia de la confianza y la confidencialidad que tienen con la empresa, lo que les permite tomar decisiones informadas sobre sus finanzas. La empresa también se ha destacado por su capacidad para adaptarse a las necesidades individuales de cada cliente, sin presión ni intrusión en sus decisiones.

Información importante

Para los que buscan servicios financieros confiables y personalizados, Pacific Capital es una excelente opción. Al visitar su página web, pueden obtener más información sobre sus servicios y cómo pueden ayudarles a lograr sus objetivos financieros. Además, pueden hacer un seguimiento de sus contactos y agendamientos en línea para facilitar su experiencia.

Recomendación final

Si busca un proveedor de servicios financieros que se adapte a sus necesidades específicas, Pacific Capital es una excelente opción. Con su enfoque personalizado y profesional, accesibilidad y compromiso con la transparencia, la empresa es una excelente elección para aquellos que buscan una solución financiera segura y efectiva. Visite su página web y contacté con ellos para obtener más información y discutir cómo pueden ayudarles a lograr sus objetivos financieros.

👍 Reviews of PACIFIC CAPITAL

Madalynne B.

5/5

I've been with Pacific Capital for two years now. I have trust and confidence in my experience with everyone there. Being a widow, I have put my finances in their fully capable hands. I appreciate the timely contact concerning the market ups and downs. They have taken my needs into account and not pushed me out of my comfort zone. They take care of me and that is something I value and appreciate. They are friendly and knowledgeable in their positions, each member of Pacific Capital staff. I recommend this agency for any and all financial investment services.

Bill D.

5/5

My experience with Pacific Capital has been outstanding. They are very professional, knowledgeable, helpful and responsive. Excellent follow up and customer service. They really make an effort to know each of there clients and understand their clients concerns and goals. Any time I have any questions they respond quickly and with clear and concise answers to my questions. All the people I interact with at the company are very friendly and feel more like good friends rather than just business associates.

Melody V. A.

5/5

I’ve been with Pacific Capital since the beginning. Chad was always honest with me and had my best interests at heart, even before he ventured out on his own with PC. By putting his clients needs first, Chad succeeds as well. He put together a like minded team who all take good care of me. I highly Recommend Chad and his team as the financial team for you.

Jonathan B.

5/5

I have been a long time client of Pacific Capital and can honestly say that they are the most trustworthy financial and wealth advisor in the marketplace. Their team is highly educated and very experienced in helping their clients reach their financial goals. I have been very impressed with the personal care I have received in my retirement planning. They go above and beyond in making sure that the financial decisions I make in my life are in my best interest. And best of all, in my opinion, they have become very trusted friends. Highly recommend.

Gina P.

5/5

Pacific Capital is an amazing company and I wouldn’t invest my money anywhere else. Chad is a great leader. Josh is wonderful to work with, as is Randy, Katie, Rikki, Cori, and everyone else on their team. Very professional, very knowledgeable and trustworthy. They are the best!

Todd N.

5/5

I can highly recommend Pacific Capital. My personal experience with Chad Willardson specifically has been excellent. He is very reliable and professional, and takes the management of clients portfolios very seriously, while at the same time remaining personable and likeable. He makes a concerted effort to reach out and make sure clients are taken care of, and are not lost in the mix as just another number. They offer a comprehensive variety of services, and I feel they are very trustworthy, and abide by applicable laws and policies. Overall Chad and the team at Pacific Capital are very good at what they do!

Michael A.

5/5

Pacific Capital is a premier wealth management firm in Southern California. My personal experience with Chad Willardson has been wonderful. Chad is extremely knowledgeable, professional, trustworthy, and goes out of his way to help his clients reach their financial goals. I can tell that Chad cares about each and every one of his clients, and treats them with the utmost respect. Chad is very responsive to his clients' questions and helps them to feel confidence in the decisions they are making. I definitely recommend Pacific Capital.

Rick B.

5/5

I’ve know Chad for over 15 years and my experience with Pacific Capital is always great. No question is too small and I never feel like I am not important to them. Everyone I have dealt with has been courteous and professional and I know when they make a commitment I can count on it. It is a pleasure to work with a company who I know I can trust!