Jacksonville 5.0 (7)
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Recent Google reviews
I am far from rich and that does not matter with this company. They have taken my retirement money and invest wisely and I am in awe of how much they have made for me. They are also great at helping me with auto insurance, home owners insurance ( when I owned my house) and help me make decisions concerning my lifestyle. See Clayton Thompson who is my financial advisor!
My name is Mike Stover. Personally, I was using a large silo company under the umbrella of a bank for my investments. I'm a communication guy. Investments can be volatile, I'm 37 so I expected to have greater risk in market downturns. When I stopped receiving communication, presumably because my portfolio wasn't as large as some others in my family using the same company. I was referred to Clay and Ben through a friend and scheduled a meeting. I have never felt more thankful that I did. My portfolio has outperformed my wildest expectations. While that does matter to me, it isn't the reason I recommend Capital Analysts. Ben and Clay are the two most knowledgeable men, financially, I have ever spoken with. They are both genuine, caring, considerate and tirelessly work to perfect their practice. I trust them unequivocally for my benefit, but more importantly I trust them with the long-term financial well-being of my family. I don't make many recommendations, but if you need someone to consult for your financial well being personally or in your business, there is no one like Ben and Clay.
Clay has been so helpful to my wife and I with settling our finances. Everyone we've spoken with at Capital Analysists has been just as helpful and thorough. What we value most is their trust, transparency and integrity-first approach to managing our wealth and investments. We feel confident with Clay and his team managing our finances and are so grateful to have come across them. We'd recommend Capital Analysts Inc. to anyone needing financial guidance.
The team at CapAn is awesome! They are down to earth and unlike any financial advisors and wealth managers you will find. They truly put their clients first. So many years of experience and financial strategies for success in life and business.
We have trusted Capital Analysts for nearly 30 years. They have taken very good care of our portfolio.
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