Check Capital Management
Money and Financial ServicesKey contact Details
Phone(714) 641-3579
Website checkcapital.com
Address 575 Anton Blvd # 500, Costa Mesa, California, United States 92626
Business On Google Map
About
Independent Financial Advisor California
At Check Capital Management, we take pride in being an independent financial advisor firm in California. As fiduciary advisors, we are committed to serving your best interests. Our team provides personalized financial guidance, tailored to your unique goals and circumstances. Experience the assurance of a fiduciary standard with Check Capital Management.
Check Capital Management
Money and Financial ServicesKey contact Details
Phone(714) 641-3579
Website checkcapital.com
Address 575 Anton Blvd # 500, Costa Mesa, California, United States 92626
Business On Google Map
Location on google map
Business Profile
Business Category:-
Financial planner
Secondary Category:-
- Investment service
Recommended Reviews
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4.6 19 Reviews
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Jim Pirzynski
We have worked with Check Capital for the past 9 years. During that time, through the ups and downs of the market they have been rock solid. Our financial advisor, Chis Ballard, has been amazing to work with. Market volatility can be daunting, but Chris has provided education and perspective, and as a result we have more peace of mind regarding our investments, which have performed well. Chris is personable, and a knowledgeable professional with the highest level of integrity...we trust him implicitly. Our experience with Check Capital has been outstanding.
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Marty Sappington
Steve Check was referred to us by our CPA over thirty years ago. Working with Check Capital is the best financial decision we’ve made. His two bucket approach to investing has removed the angst of day to day concerns with how our portfolio is performing affording us the opportunity to keep the bulk of our assets working for us while secure our near term financial needs are readily available. His staff has grown through the years, but the culture and investment strategy remains basically the same. All staff members are approachable, professional, and empathetic to the firm’s clients. We’re in for the ‘long run’ with Check Capital. Dana and Marty Sappington
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Debra Dickey
My husband and I have been with Check Capital since 2015 and we were assigned to Chris Ballard whom we love working with on our investment portfolio. They always keep us very informed and we are happy to say that their choices have made our retirement grow! We feel Chris is very attentive to our requests and needs and always seeking for ways to make it even better.
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J Bo “Jerry”
I've been doing business with this firm for more than two years and must say that the service, as well as my portfolio returns, have been stellar. Communications have been detailed and thorough, portfolio management has been well thought out and executed. When I call, I am answered by my account advisor, Jeremy Saltzberg, who's been with me the entire time since I opened my account. These people know what they're talking about and are willing to spend as much time with clients as necessary. This is my "go to" advisor from now on.
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Michael Guarnieri
Check treats its customers like family and has a strong personal interest in ensuring its clients are fully satisfied with Check’s investment performance and customer service. My experience over the past 7 years has lived up to my expectations, and getting to know Check’s leadership better over time has only increased my confidence in the firm.
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Established In: Jan 01, 1987
Years in Business: 37
