Capital Partners Wealth Management - Issaquah, Washington

Address: 605 E Sunset Way, Issaquah, WA 98027.
Phone: 4253121515.
Website: capitalpartnerswm.com
Specialties: Financial planner, Insurance broker, Investment service, Life insurance agency, Private equity firm.
Other points of interest: Identifies as veteran-owned, Online appointments, Wheelchair accessible parking lot, Wheelchair accessible entrance, Restroom, Appointments recommended.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Capital Partners Wealth Management

☎️4253121515

⏰ Open Hours of Capital Partners Wealth Management

Monday: 7 AM–6 PM
Tuesday: 7 AM–6 PM
Wednesday: 7 AM–6 PM
Thursday: 7 AM–6 PM
Friday: 7 AM–6 PM
Saturday: 7 AM–6 PM
Sunday: Closed

Overview of Capital Partners Wealth Management

Located at 605 E Sunset Way, Issaquah, WA 98027, Capital Partners Wealth Management stands out as a distinguished financial services provider. This veteran-owned company offers a comprehensive suite of services including financial planning, insurance brokerage, investment services, life insurance agency, and private equity firm solutions. With an emphasis on client education and personalized service, Capital Partners Wealth Management aims to empower individuals to make informed decisions about their financial futures.

Facilities and Accessibility

For those who prefer face-to-face interactions, Capital Partners Wealth Management offers online appointment scheduling, ensuring clients can easily organize their meetings at their convenience. The firm is also committed to accessibility, providing wheelchair-accessible parking and entrance, as well as a restroom facility. This attention to detail ensures that all clients, regardless of mobility, can access their services without barriers.

Services Overview

The range of services offered by Capital Partners Wealth Management is impressive and caters to a variety of financial needs. Financial planning is at the core of their services, ensuring clients have a clear strategy for their financial goals. Whether it's retirement planning or wealth preservation, their team of experts guides clients through complex financial landscapes with clarity and confidence. Additionally, they serve as insurance brokers, offering a wide array of insurance products tailored to individual needs, and manage private equity investments for those looking to grow their wealth beyond traditional savings.

Client Testimonials and Experience

The overwhelmingly positive feedback on capitalpartnerswm.com reflects the high level of satisfaction clients experience with Capital Partners Wealth Management. One review highlights the company's veteran leadership and the empathetic approach of a financial planner, Chris, who not only provides sound advice but also educates clients in a way that's understandable and empowering. This blend of expertise and client-centered care contributes to the average rating of 5/5, underscoring the trust and confidence clients place in their guidance.

Recommendations for Potential Clients

For anyone considering financial planning or investment services, Capital Partners Wealth Management is highly recommended. Their commitment to accessibility, combined with a team of experienced professionals, ensures that clients receive personalized advice and support. To make the most out of your experience, it's advisable to schedule an appointment online to discuss your specific financial goals. Remember, as one reviewer put it, choosing the right financial advisor can significantly impact your peace of mind and future security. Don't wait – visit their website at capitalpartnerswm.com to start your journey towards financial freedom today.

This comprehensive overview of Capital Partners Wealth Management highlights their dedication to providing top-tier financial services, coupled with an accessible and veteran-led approach that resonates with their clientele. The average 5/5 rating is a testament to their excellence and the positive impact they have on their clients' financial lives.

👍 Reviews of Capital Partners Wealth Management

Capital Partners Wealth Management - Issaquah, Washington

Meg D.

5/5

I have absolute faith that my retirement strategy is in great hands with Chris. He speaks to me at my level of understanding and helps me learn more about my financial picture. He is real about the potential risks and rewards and encourages me to make the decisions that are best for my circumstances. He provides peace of mind and a feeling of financial security for my eventual (hopefully early!) retirement.

Brianna N.

5/5

Chris has been my introduction into the investing world and has helped me grow from wanting to invest to being a well informed beginner. He is very enthusiastic, knowledgeable and honest about the market and my portfolio. I am a needy newbie and thankfully Chris is there anytime and is a wonderful teacher. I recommend Chris for beginners and advanced individuals alike, he really makes me feel at ease and my portfolio is positive to boot!

Allen W.

5/5

Chris has been an amazing guide when it came to managing my portfolio, and keeping my best interests and goals at the forefront of his plans to ensure that I’m seeing returns and also understanding and learning about the market and how my personal plan for my investments fits into the overall larger equation. He is one of the most trustworthy people I’ve met in a long time and he went from becoming just a money manager to someone I now truly consider a friend. He has been willing to and given advice in other areas of my life as well where he has specific expertise and I just can’t thank him enough. Anyone would be lucky to have him as a wealth management partner! Thanks again Chris!!

Erik S.

5/5

I recently switched my investments and life insurance to Chris during the pandemic; its an understatement to say this has been a time of great uncertainty. Chris took the time to explain what he thought would be best for me to make improvements to my financial situation now and the future. He made me feel optimistic about retiring. Working with Chris has been a new experience for me. I am not a big investor and I am not wealthy. In the past when I have met with financial planners, I have always felt unimportant. Chris has always treated me like my business matters to him. It also helps that he is humorous and easy to talk to.

Carter G.

5/5

Christopher Reid is one of the most knowledgeable people I have ever met in my life. His passion for helping clients is absolutely amazing! Chris will go the extra mile to make sure people get the correct amount of life insurance for their overall holistic financial plan and he is in the elite category of being Chartered Financial Consultant. If you are looking for financial advice I highly recommend having a conversation with Christopher Reid at Presidio Financial Group.

Tanner B.

5/5

Chris went to bat for me with insurance companies because of a misunderstanding with my health exam. Got me a repeat examination, was the middle man between my doctor and the underwriters and ended up getting my the highest health rating possible.

He then drove all the way to Everett so that I could sign the papers because I couldn't make it into Bellevue that day.

Chris goes above and beyond. He clearly has my best interest in mind and I'm really glad I found him. He came highly recommended to me by my financial advisor and I can totally understand why. I would trust Chris with my life (insurance) 😂. In all seriousness, my wife and I couldn't be more happy with Chris and the peace of mind we now have because of the policy Chris got for us. Would highly, highly recommend.

Tom E.

5/5

My wife and I have been very impressed with Chris. He is very knowledgeable about the products he offers and really seems to have his clients best interests as his main priority. And he is also a very nice guy and fun to work with! Talk with Chris and see if he can help you too!

David O.

5/5

Chris has great insight on strategic financial planning in view of investment and tax; a financial planner, a friend and a "life quarterback" to call on for financial advise. Chris is also well informed about how to grow businesses. Being a business owner myself, I have been blessed by Chris.