Capital Partners Wealth Management
605 East Sunset Way, Issaquah, Washington, United States
About the Capital Partners Wealth Management
Capital Partners Wealth Management is a leading finance and insurance agency located in Issaquah, Washington. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored solutions, we offer a range of wealth management services including investment planning, retirement planning, and insurance protection. Visit us at 605 East Sunset Way to learn more about how we can help you build and protect your wealth.
605 E Sunset Way, Issaquah, WA 98027, United States
Opening hours of Capital Partners Wealth Management
Monday:
07:00 - 18:00
Tuesday:
07:00 - 18:00
Wednesday:
07:00 - 18:00
Thursday:
07:00 - 18:00
Friday:
07:00 - 18:00
Saturday:
07:00 - 18:00
Sunday:
Closed
Reviews of Capital Partners Wealth Management
"Chris has been an amazing guide when it came to managing my portfolio, and keeping my best interests and goals at the forefront of his plans to ensure that I’m seeing returns and also understanding and learning about the market and how my personal plan for my investments fits into the overall larger equation. He is one of the most trustworthy people I’ve met in a long time and he went from becoming just a money manager to someone I now truly consider a friend. He has been willing to and given advice in other areas of my life as well where he has specific expertise and I just can’t thank him enough. Anyone would be lucky to have him as a wealth management partner! Thanks again Chris!!"
"Chris has been my introduction into the investing world and has helped me grow from wanting to invest to being a well informed beginner. He is very enthusiastic, knowledgeable and honest about the market and my portfolio. I am a needy newbie and thankfully Chris is there anytime and is a wonderful teacher. I recommend Chris for beginners and advanced individuals alike, he really makes me feel at ease and my portfolio is positive to boot!"
"I recently switched my investments and life insurance to Chris during the pandemic; its an understatement to say this has been a time of great uncertainty. Chris took the time to explain what he thought would be best for me to make improvements to my financial situation now and the future. He made me feel optimistic about retiring. Working with Chris has been a new experience for me. I am not a big investor and I am not wealthy. In the past when I have met with financial planners, I have always felt unimportant. Chris has always treated me like my business matters to him. It also helps that he is humorous and easy to talk to."
"My wife and I have been very impressed with Chris. He is very knowledgeable about the products he offers and really seems to have his clients best interests as his main priority. And he is also a very nice guy and fun to work with! Talk with Chris and see if he can help you too!"
"Christopher Reid is one of the most knowledgeable people I have ever met in my life. His passion for helping clients is absolutely amazing! Chris will go the extra mile to make sure people get the correct amount of life insurance for their overall holistic financial plan and he is in the elite category of being Chartered Financial Consultant. If you are looking for financial advice I highly recommend having a conversation with Christopher Reid at Presidio Financial Group."
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