PACIFIC CAPITAL - Corona, California

Pacific Capital: A Leading Financial Planning Firm

Pacific Capital, located at 1861 California Ave Suite 101, Corona, CA 92881, United States, is a renowned financial planning firm that has been providing exceptional services to its clients for years. With a phone number of 8447778777 and a website accessible at pacificcapital.com, Pacific Capital is easily reachable and accessible to those seeking their expertise.

SPECIALTIES

• Financial planner
• Financial Advisor

Other Points of Interest

• Online appointments are available for your convenience
• On-site services are provided to cater to your needs
• The facility offers a wheelchair-accessible car park
• Entrance to the building is wheelchair-accessible
• Wheelchair-accessible toilet facilities are available
• Toilets are readily available on-site
• It is recommended to make an appointment before visiting
• Online appointments are highly recommended

Opinions and Reviews

Pacific Capital has garnered a strong reputation among its clients, with an impressive 220 reviews on Google My Business. The average opinion rating stands at an outstanding 5/5, indicating a high level of satisfaction among its clientele.

One client, for instance, has been with Pacific Capital for two years and expresses complete trust and confidence in their experience with the staff. The client, being a widow, has entrusted her finances to the fully capable hands of the team. The client appreciates the timely communication regarding market fluctuations and acknowledges that their needs are taken into account without pressure to step out of their comfort zone. The client further commends the friendly and knowledgeable staff, and wholeheartedly recommends Pacific Capital for any financial investment services.

Final Recommendation

Considering Pacific Capital's exceptional reputation, outstanding services, and commitment to providing a comfortable and accessible environment for its clients, we highly recommend reaching out to them for all your financial planning needs. For more information or to schedule an appointment, visit their website at pacificcapital.com. Don't hesitate to contact them today and take the first step towards securing your financial future.

👍 Reviews of PACIFIC CAPITAL

Madalynne B.

5/5

I've been with Pacific Capital for two years now. I have trust and confidence in my experience with everyone there. Being a widow, I have put my finances in their fully capable hands. I appreciate the timely contact concerning the market ups and downs. They have taken my needs into account and not pushed me out of my comfort zone. They take care of me and that is something I value and appreciate. They are friendly and knowledgeable in their positions, each member of Pacific Capital staff. I recommend this agency for any and all financial investment services.

Bill D.

5/5

My experience with Pacific Capital has been outstanding. They are very professional, knowledgeable, helpful and responsive. Excellent follow up and customer service. They really make an effort to know each of there clients and understand their clients concerns and goals. Any time I have any questions they respond quickly and with clear and concise answers to my questions. All the people I interact with at the company are very friendly and feel more like good friends rather than just business associates.

Melody V. A.

5/5

I’ve been with Pacific Capital since the beginning. Chad was always honest with me and had my best interests at heart, even before he ventured out on his own with PC. By putting his clients needs first, Chad succeeds as well. He put together a like minded team who all take good care of me. I highly Recommend Chad and his team as the financial team for you.

Jonny B.

5/5

I have been a long time client of Pacific Capital and can honestly say that they are the most trustworthy financial and wealth advisor in the marketplace. Their team is highly educated and very experienced in helping their clients reach their financial goals. I have been very impressed with the personal care I have received in my retirement planning. They go above and beyond in making sure that the financial decisions I make in my life are in my best interest. And best of all, in my opinion, they have become very trusted friends. Highly recommend.

Gina P.

5/5

Pacific Capital is an amazing company and I wouldn’t invest my money anywhere else. Chad is a great leader. Josh is wonderful to work with, as is Randy, Katie, Rikki, Cori, and everyone else on their team. Very professional, very knowledgeable and trustworthy. They are the best!

Todd N.

5/5

I can highly recommend Pacific Capital. My personal experience with Chad Willardson specifically has been excellent. He is very reliable and professional, and takes the management of clients portfolios very seriously, while at the same time remaining personable and likeable. He makes a concerted effort to reach out and make sure clients are taken care of, and are not lost in the mix as just another number. They offer a comprehensive variety of services, and I feel they are very trustworthy, and abide by applicable laws and policies. Overall Chad and the team at Pacific Capital are very good at what they do!

Michael A.

5/5

Pacific Capital is a premier wealth management firm in Southern California. My personal experience with Chad Willardson has been wonderful. Chad is extremely knowledgeable, professional, trustworthy, and goes out of his way to help his clients reach their financial goals. I can tell that Chad cares about each and every one of his clients, and treats them with the utmost respect. Chad is very responsive to his clients' questions and helps them to feel confidence in the decisions they are making. I definitely recommend Pacific Capital.

Rick B.

5/5

I’ve know Chad for over 15 years and my experience with Pacific Capital is always great. No question is too small and I never feel like I am not important to them. Everyone I have dealt with has been courteous and professional and I know when they make a commitment I can count on it. It is a pleasure to work with a company who I know I can trust!