Personal Capital - Redwood City, California

Address: 3 Lagoon Dr Suite 200, Redwood City, CA 94065, United States.
Phone: 8558558005.
Website: personalcapital.com
Specialties: Investment company.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 3.5/5.

📌 Location of Personal Capital

Personal Capital 3 Lagoon Dr Suite 200, Redwood City, CA 94065, United States

☎️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

Personal Capital

Personal Capital es una empresa de inversión con sede en Redwood City, California, Estados Unidos. Dirección: 3 Lagoon Dr Suite 200, Redwood City, CA 94065, United States.

Phone: 855-855-8005

Website: personalcapital.com

Especialidades:

Investment company

Esta empresa ofrece servicios de gestión de inversiones y planificación financiera a individuos y familias.

Otras características:

Wheelchair-accessible car park
Wheelchair-accessible entrance

Personal Capital tiene 15 reseñas en Google My Business, con una media de 3.5/5 estrellas.

Los usuarios han elogiado la facilidad de uso del software y la atención al cliente, pero algunos han expresado que el cambio de nombre a "Empower" es un error y pretende parecer demasiado elegante.

Resumen:

Personal Capital es una empresa de inversión que ofrece servicios de gestión de inversiones y planificación financiera a individuos y familias. Con sede en Redwood City, California, cuenta con una dirección accesible y un teléfono fijo. La empresa tiene una buena reputación en Google My Business, con una media de 3.5/5 estrellas.

Palabras clave:

Personal Capital
Inversión
Gestión de inversiones
Planificación financiera
Redwood City
California
Empower
Gestión de activos

👍 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!