What do our clients say about CAP Partners?
Alex and Julie G., Clients since 2015
Zac and the team at CAP Partners have been there from the beginning of my professional career through many personal and professional milestones including home purchases, marriage, children, career changes and promotions. They do a tremendous job asking the right questions about priorities and goals, genuinely listening to you, and helping formulate plans to achieve them. Often, they present multiple paths to choose from. Zac is always transparent, whether it's investment management, insurance considerations, or estate planning. He's also willing to take as much time as needed to detail pros versus cons along with risks and opportunities of anything we're considering.
Julie and I have complete peace of mind working with Zac and CAP to support our current lifestyle, our future plans, and our children's best interest. They're always just a call, text or email away. The trust and accessibility are priceless.
Jenny C., Client since 2010
I have been working with Brendan Easterday and Tanya Spiller at CAP Partners, LLC for many years. They continue to impress me with their investment knowledge and various investment strategies. Time is never a factor as they explain their plans in detail and they are always available to answer any questions that I might have.
CAP Partners has an exceptional staff of advisors and I would be very comfortable working with any one of them to advise me on my investments and financial planning. Finding someone who you trust with your finances can be a daunting task and a bit overwhelming; I am confident that this group always prioritizes my best interests! CAP Partners is an outstanding group that has the perfect balance of professionalism and friendship. They have never disappointed me with any financial decisions that they have made. I have referred friends to the CAP team and they have been extremely pleased with their CAP relationship as well. They have been the perfect match for me!
Dave and Carol K., Clients since 2008
My wife and I joined the CAP Partners family over ten years ago in order to prepare us for our upcoming retirements. They methodically walked us through many scenarios to better prepare us for our future challenges. These included a structured savings plan, a review of post-retirement income to meet our goals, a review of adequate income and planning should one or both of us pass, a Long Term Health care review, post-retirement medical insurance needs, social security assistance, and a last will and testament review.
We have now been retired for over seven years and have accomplished all of our goals with the guidance of CAP Partners. Perhaps the most important benefit of CAP Partners is the personal relationships and confidence of having this vast network working personally for us.
Disclosures: These testimonials are from clients who are currently with CAP Partners. They were not compensated in any way for providing their honest reviews.