Personal Capital - Redwood City, California

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.

📌 Location of Personal Capital

☎️8558558005

⏰ Open Hours of Personal Capital

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Introduction to Personal Capital

Personal Capital is a recognized investment company located at Address: 3 Lagoon Dr Suite 200, Redwood City, CA 94065, offering a comprehensive suite of financial management tools. With a phone number Phone: 8558558005 and an accessible online presence through Website: personalcapital.com, this platform has been making waves in the investment sector. The company's commitment to providing investors with a clear view of their finances and investment performance shines through in its offerings.

Location & Accessibility

For those who prefer in-person visits, Personal Capital is conveniently located in Redwood City, California. The office is wheelchair accessible, ensuring that everyone can visit without barriers. Additionally, they provide a dedicated parking lot for the disabled, further emphasizing their commitment to inclusivity. This thoughtful approach to accessibility makes Personal Capital a welcoming choice for investors of all abilities.

Key Features and Services

As an investment company, Personal Capital specializes in offering financial planning and investment management services to individuals and families. Its unique approach integrates all your financial accounts in one place, providing a holistic view of your financial health. The company's platform helps users understand their net worth, track investments, and plan for retirement—all with a user-friendly interface that makes complex financial data accessible.

Customer Feedback and Ratings

The company has garnered 15 reviews on Google My Business, reflecting a solid customer base. Many of these reviews highlight the ease of use and thoroughness of the services provided. However, it's worth noting that some users have expressed a desire for more traditional branding, opting instead for a more straightforward approach. Despite these minor critiques, the average opinion stands at a commendable 3.5 out of 5 stars, indicating a generally positive experience among its clients.

Recommendation for Potential Users

For individuals looking to streamline their financial management and investment tracking, Personal Capital is definitely worth considering. Its comprehensive tools and commitment to accessibility make it a standout choice in the investment company space. If you're curious about how Personal Capital can help you gain control over your finances, visiting their website personalcapital.com or giving them a call at 855-855-8005 could be the first step towards achieving your financial goals. Don't let the recent rebranding deter you—explore what Personal Capital has to offer and see if it aligns with your financial aspirations.

👍 Reviews of Personal Capital

Personal Capital - Redwood City, California

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!