Centara Capital Management Group - San Diego, California
Address: La Jolla Commons, 4747 Executive Dr, San Diego, CA 92121, United States.
Phone: 6193981700.
Specialties: Financial planner, Certified public accountant, Tax preparation service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 1/5.
📌 Location of Centara Capital Management Group
Okay, here’s a detailed description of Centara Capital Management Group, presented in a formal and helpful tone, suitable for someone seeking information about the firm.
Centara Capital Management Group: A Comprehensive Overview
Centara Capital Management Group is a financial advisory firm located in the heart of San Diego, California. Situated at La Jolla Commons, 4747 Executive Dr, San Diego, CA 92121, United States, the firm offers a range of services designed to assist individuals and businesses with their financial planning needs. Their contact number is 6193981700. While currently without a dedicated website, potential clients can easily reach them via phone.
Specialties and service offerings at Centara Capital Management Group encompass several key areas. Primarily, they function as highly qualified Certified Public Accountants (CPAs), providing meticulous accounting and auditing services. Furthermore, they specialize in thorough tax preparation services, assisting clients with optimizing their tax strategies and ensuring compliance with all relevant regulations. Crucially, they also operate as dedicated financial planners, offering bespoke strategies for investment, retirement planning, and overall wealth management. This multifaceted approach allows them to cater to a diverse clientele with varying financial goals.
Key Features & Accessibility
- Location: La Jolla Commons, 4747 Executive Dr, San Diego, CA 92121
- Phone: 6193981700
- Accessibility: Centara Capital Management Group is committed to inclusivity and offers several accessibility features, including a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. Standard toilets are also available.
- Recommendations: Appointments are strongly recommended to ensure adequate time for consultation and service delivery.
Client Feedback & Current Status
Currently, Centara Capital Management Group has only one review on Google My Business, resulting in an average opinion of 1/5. This feedback warrants careful consideration. It’s important to note that a single review does not necessarily reflect the overall quality of the firm’s services and should be viewed within the context of limited client testimonials. Further investigation and potential direct communication with the firm are advised to gain a more complete understanding of their service delivery and client satisfaction.
Recommended Information for Prospective Clients
For anyone considering Centara Capital Management Group, we strongly advise contacting them directly via phone to discuss their specific needs and explore the potential benefits of their services. Due to the limited availability of online resources, a phone conversation is the best initial step. The firm’s dedication to accessibility is commendable, suggesting a focus on providing services to a broader range of clients. However, the low number of reviews and the current average opinion should be treated as a signal to conduct thorough due diligence before engaging their services.
We hope this comprehensive overview provides a valuable starting point for anyone seeking information about Centara Capital Management Group.
👍 Reviews of Centara Capital Management Group
