Belmont Capital Advisors, Inc.

"Initial meeting was great, I really felt like they were taking a personal interest in me and were going to help me make an investment I could depend on. The next meeting was non-existent, the advisor forgot about it and wasn't even in town when I arrived at their office. Had another meeting with great promises but there was no follow through, didn't hear from anyone for over 6 months. Just got an email asking for me to fill out a new set of paperwork to transfer funds...not sure what happened to cause them not to file the original paperwork, but now I'm glad that the account they were supposed to create never got funded because I'm happy to sever my relationship with minimal damage resulting. Buyer beware. Also noticed that some of these reviews were left by the staff...how is that ethical?"

"We sold our business and retired with JoePat and his team. We been very happy, enjoy his radio show and have referred several friends to them as well. If your looking for peace of mind give them a call."

"We been dealing with JoePat for years he come highly recommended. And we are happy to work with their team in their lovely office in Belmont. He has helped us navigate us from the transition to retirement and working with our CPA to make sure our tax plan was in order as well. Come see these guys and get their one page plan it will help you know where you are and where you’re going!"

"JoePat has been taking care of me for a long time over 10 years. When my husband passed he and his team really were there to for me in that time of need. And has been making sure I get paid every month. The main thing is I know I can trust him and his team. Carla has always been there as well. I know he has grown since we started but they always find time for me. If you are considering retirement Belmont Capital acting as a fiduciary I trust them and glad my husband found them before he passed. Now my daughters and sister in law are also happy clients."

"I’ve been working with Belmont Capitol for over three years JoePat and Ashley really help me today. Move things along. If you guys are getting close to retirement, you should give them a call. They have a done a great job making sure we are taken care of in retirement. And making the complicated simple to understand."