Ebert Capital Management Inc. - Eureka, California

Address: 530 F St, Eureka, CA 95501, United States.
Phone: 7074073813.
Website: ebertcapital.com
Specialties: Financial planner, Investment service, Tax preparation.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 4.5/5.

📌 Location of Ebert Capital Management Inc.

Ebert Capital Management Inc. 530 F St, Eureka, CA 95501, United States

⏰ Open Hours of Ebert Capital Management Inc.

  • Monday: 9 am–4 pm
  • Tuesday: 9 am–4 pm
  • Wednesday: 9 am–4 pm
  • Thursday: 9 am–4 pm
  • Friday: 9 am–4 pm
  • Saturday: Closed
  • Sunday: Closed

Ebert Capital Management Inc.: Una Guía Compleja

Ubicada en Eureka, California, Ebert Capital Management Inc. es una empresa de gestión financiera que ofrece servicios de planificación financiera, servicios de inversión y preparación de impuestos. Con una dirección de 530 F St, Eureka, CA 95501, Estados Unidos, y un teléfono de 7074073813, esta empresa está comprometida con brindar asesoramiento financiero de alta calidad a sus clientes.

Cómo se caracteriza Ebert Capital Management Inc.

Esta empresa se destaca por su enfoque en la planificación financiera, la inversión y la preparación de impuestos. Sus especialidades incluyen:

  • Financial planner
  • Investment service
  • Tax preparation

Además, Ebert Capital Management Inc. cuenta con instalaciones accesibles para personas con discapacidad, incluyendo un estacionamiento accesible, una entrada accesible y un baño accesible.

Opiniones y calificación

Según las opiniones de los clientes, Ebert Capital Management Inc. ha demostrado ser una empresa confiable y profesional. Algunos clientes han expresado su satisfacción con los servicios de la empresa, destacando la experiencia, la profesionalidad y los altos estándares éticos de su equipo.

En Google My Business, esta empresa tiene 15 reseñas, lo que refleja su compromiso con la satisfacción del cliente. La media de las opiniones es de 4.5/5, lo que indica un alto nivel de satisfacción entre los clientes.

Características y servicios

Algunas de las características y servicios que ofrece Ebert Capital Management Inc. incluyen:

  • Planificación financiera personalizada
  • Servicios de inversión de alta calidad
  • Preparación de impuestos precisos y eficientes

Además, la empresa ofrece apoyo para los clientes que deseen programar citas, lo que facilita la planificación y el seguimiento de sus necesidades financieras.

Información recomendada para una persona que busca a Ebert Capital Management Inc.

Para aquellos que buscan servicios de planificación financiera, servicios de inversión y preparación de impuestos de alta calidad, Ebert Capital Management Inc. es una excelente opción. Con su ubicación en Eureka, California, y su enfoque en la satisfacción del cliente, esta empresa es una excelente elección para aquellos que buscan una empresa de gestión financiera confiable y profesional.

👍 Reviews of Ebert Capital Management Inc.

Ebert Capital Management Inc. - Eureka, California
Rhonda K.
5/5

Ebert Capital Management has been a game changer for our family’s financial well-being. We have been working with Ben over the past year, and the gains have been exciting to watch. His experience, professionalism and high ethical standards make him a great partner in our financial future. I highly recommend this team for growing wealth!

Ebert Capital Management Inc. - Eureka, California
Brandi S. P.
5/5

We started investing with Ben and his team about 6 or 7 years ago and the gains have been absolutely tremendous. This was far and away the best financial decision we have ever made. Ben has done an incredible job of pivoting appropriately through different markets and political climates, and it shows in his clients' portfolios. He is a pleasure to sit and talk with, gives freely of his time for advising, and is always professional and prompt.
When we started with Ebert Capital Management we didn't understand most of our options for investing, and we were not well positioned for a comfortable retirement. In a short time, Ben has changed all of that. We are so grateful and I can't recommend Ebert Capital Management enough!

Ebert Capital Management Inc. - Eureka, California
Rachel B.
5/5

Transferring all my investments to Ebert Capital was the best decision I've made. I sold a house right at the beginning of the pandemic and took Ben's advice to invest the profit and the gains have been exceptional. This company really does it's research and works hard to build your investments, and at the same time maintains a quick responsiveness and caring about clients. With all of the stresses of 2020, my financial investments gladly are not one of them.

Ebert Capital Management Inc. - Eureka, California
Pam B.
5/5

I can't thank Ben and Ebert Capital Management enough for turning an overdue goal into reality: navigating the daunting investment world to create a clear action plan to reach our end goals. Ben takes the time to really talk to me and explain things through, and he is always quick to respond when I have a question. His friendly professionalism and knowledge of the stock market inspires confidence moving forward, as I know I will continue to have questions along the way. I highly recommend him to anyone searching for retirement/college fund guidance.

Ebert Capital Management Inc. - Eureka, California
Gina M.
5/5

Ebert Capital is the best!! We changed our retirement to Ben about 5 years ago and I have never seen gains like this!! In the past 12 months they launched new green strategies and since then their new strategies are roughly tripling the rate of return of the stock market !!!! Ben and his staff explain everything in layman's terms which I really appreciated. I cannot be happier 🙂 Highly recommend!!!

Ebert Capital Management Inc. - Eureka, California
Joellen A. C.
5/5

I rest well at night knowing that Ben Ebert takes my investments seriously and is working hard and wisely, day in and day out by studying the markets, anticipating changes and altering his strategies as necessary to ensure that my future-self will have a retirement. I appreciate his patience with my questions and that he takes the time to understand my goals.

Ben is a longtime student of the stock market and it shows. Entrusting him with my money has been one of the best decisions I have ever made!

Ebert Capital Management Inc. - Eureka, California
Carol G.
5/5

OMG, where do I begin! Ebert Capital Management has been a lifesaver in mine and my husband’s life. Ben has helped us so much with all of our financial needs for the past several years and continues to help in any way he can. If you are looking for a honest, upstanding financial planner, Ebert Capital Management is the place for you.

Ebert Capital Management Inc. - Eureka, California
Darby B.
5/5

Ben has been incredibly helpful in offering guidance on investments for my future and managing my family's finances.

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