Brian
Just what I needed.
I wanted something that would help me see where I stand financially. Personal Capital is helping me see where I am and where I want to be when I retire. I will be using their financial advisor in the very near future.

Personal Capital is an industry-leading digital wealth management company with a holistic 360° approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our registered investment advisors provide expert guidance, and logical strategies, based on a personal understanding of an investor’s financial picture and goals. We currently manage more than $11 billion in assets and have offices across the U.S.
Personal Capital (personalcapital.com) has 719 customer reviews on Five Star Index, with an average rating of 4.4 out of 5.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · Irvine, California
Excellent

Investments & Wealth · Calabasas, California
Excellent

Investments & Wealth · Orange, California
Excellent
719 approved reviews, newest moderated first
Brian
I wanted something that would help me see where I stand financially. Personal Capital is helping me see where I am and where I want to be when I retire. I will be using their financial advisor in the very near future.
Michael
Better than mint!
Shedrick
A great dashboard to see all of your accounts in one place. Enhances financial decision making.
Kieran
Works really well, great way to visualize all of my finances in one place.
Sean
You are making progress, but you're not there yet. Thank you for allowing custom categories for transactions, but not being able to split transactions or hide them from budgeting means I have to stick with other solutions for accurately tracking spending.
Alan
Awesome tool for managing your accounts
Samuel
It's nice to have all of your account balances in one spot. This is a pretty good app.
Jarriel
Only downside to me is I can't link my local credit union