Capital Wealth Management - Manteca, California

Overview of Capital Wealth Management

Capital Wealth Management, located at 723 N Main St, Manteca, CA 95336, United States, stands out as a reputable investment company and financial planner service provider. With a phone number 209-823-1474 and an accessible online presence through cwm209.com, this company prides itself on being a cornerstone for financial guidance and investment strategies in the local community.

Features and Services

The company specializes in offering comprehensive financial planning services and operates as an investment company. Their expertise lies in helping clients navigate the complex world of finance tailored to individual needs. Whether you are looking to manage your existing wealth or plan for future investments, Capital Wealth Management is equipped to provide personalized advice and strategies.

Accessibility and Convenience

For those with mobility challenges, Capital Wealth Management demonstrates its commitment to inclusivity with a wheelchair-accessible car park, wheelchair-accessible entrance, and facilities including a wheelchair-accessible toilet and toilet. This makes their office welcoming and accessible for all customers.

Customer Recommendations and Opinions

Despite only having one review on Google My Business, the feedback provided speaks volumes. A satisfied client has shared that Capital Wealth Management has been looking over their accounts for many years, offering invaluable help and understanding. This level of personalized service and long-term dedication is highlighted by the impressive average opinion of 5/5.

Recommendations for Potential Clients

For anyone considering financial planning or investment advice, Capital Wealth Management offers a promising starting point. The recommendation to book an appointment in advance ensures that clients can receive the tailored attention their financial situation demands. Given the positive reviews and the company's accessibility, it's worth considering a visit or a call to their office.

👍 Reviews of Capital Wealth Management

Morgan C.

5/5

Capital Wealth has looked over my accounts for many years. And have always been helpful when I need it. Thank you Matt for being there to help me understand. Being a senior and recently retired, it's good to know you and Capital Wealth are watching over me.