MAI Capital Management - Santa Rosa, California

MAI Capital Management, situated at Address: 917 Mendocino Ave, Santa Rosa, CA 95401, stands out as a financial planning firm dedicated to providing personalized services to its clients. With a phone number Phone: 075231111, potential clients can easily reach out for consultations or inquiries. Their official website, mai.capital, serves as a digital gateway to learn more about their services and specialties.

Specialties: MAI Capital Management prides itself on being a financial planner firm. This indicates their expertise lies in helping individuals and possibly small businesses to manage their finances effectively, plan for the future, and make informed investment decisions.

Other points of interest: The office is equipped for accessibility, featuring a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. This shows a commitment to inclusivity and ensuring all clients can access their services comfortably. Additionally, there's a general restroom and appointments are recommended to manage client flow efficiently, suggesting a structured approach to client service.

Despite the firm's efforts to cater to a diverse clientele, it's noted that MAI Capital Management has yet to garner any reviews on Google My Business, which is an area where they could see improvement. The average opinion, as reflected by a score of 0/5, indicates potential room for enhancement in customer satisfaction or service quality.

For someone in the market for financial planning services, MAI Capital Management offers a promising starting point, especially for those seeking accessibility and a structured approach to their financial planning needs. However, given the lack of customer reviews, prospective clients might benefit from reaching out directly to inquire about specific services, availability, and to form their own initial impressions. The recommendation is to visit their website at mai.capital to explore the services offered, read more about their approach to financial planning, and to schedule an appointment if necessary. Considering their location in Santa Rosa, CA, it's conveniently accessible for those in the area.