Spinnaker Investment Group, LLC - Newport Beach, California

Introduction to Spinnaker Investment Group, LLC

Spinnaker Investment Group, LLC is a highly regarded financial planning and investment services firm located at 4100 MacArthur Blvd STE 120, Newport Beach, CA 92660. With a phone number of 9493966700 and a website at spinninvest.com, this company has established a strong presence in the investment industry.

Specialties and Services

The firm specializes in providing comprehensive financial planning and investment services to its clients. Their expertise includes financial planning and investment services. They also offer wheelchair accessible facilities, including entrance, parking lot, and restrooms, making it convenient for all clients to access their services. Appointments are recommended to ensure personalized attention for each client.

Customer Opinions and Reviews

Spinnaker Investment Group has received positive feedback from its clients, with an average rating of 4.3/5 based on 6 reviews on Google My Business. Clients appreciate the company's service-oriented approach, with principals who are smart, active money managers, tech-savvy communicators, and independent fiduciaries. The firm is also known for its transparency and fairness regarding fees, which is crucial for building trust with clients. One satisfied customer noted, "Having confidence and trust in your investment advisor is a luxury, and if this is what you're looking for, calling them would be a great move."

Why Choose Spinnaker Investment Group, LLC

Spinnaker Investment Group stands out in the financial planning and investment services industry due to its commitment to providing exceptional customer service, expert advice, and transparent communication. Their dedicated team of professionals works closely with clients to develop personalized investment strategies that align with their financial goals.

Recommendation

For individuals seeking a reliable and experienced financial planning and investment services firm, Spinnaker Investment Group, LLC is an excellent choice. With a strong focus on client satisfaction, transparency, and expertise, this company has earned a solid reputation in the industry. We highly recommend visiting their website at spinninvest.com to learn more about their services and how they can help you achieve your financial goals. Don't hesitate to contact them via phone at 9493966700 to schedule an appointment and take the first step towards securing your financial future.

👍 Reviews of Spinnaker Investment Group, LLC

Phil V.

5/5

Spinnaker Investment Group offers pretty much everything you could want from a financial advisory team. Very service-oriented principals, who are smart and active money managers, tech-savvy communicators (a major time-saving convenience), truly independent fiduciaries, and highly transparent and fair as it relates to their fees. Having confidence and trust in your investment advisor is a luxury and if this is what you're looking for, calling them would be a great move.

laura S.

1/5

I was reading the reviews & based off the website this seemed like the ideal place to take my business, but I suppose that is not the case when I call & get hung up on by Vanessa... Glad I wasted my time.

Chris B.

5/5

One of the best decisions of my life was to put my trust in Joe Stapleton and the Spinnaker Investment Group!

Leslie C.

5/5

Gabriel T.

5/5

John R.

5/5