Preservation Capital Group LLC - Atascadero, California

Preservation Capital Group LLC is a financial consulting and planning firm located at Address: 4401 El Camino Real # A, Atascadero, CA 93422, United States. You can contact them via phone at Phone: 8054620121 or visit their website at Website: preservationcapital.us.

Their specialties include financial consulting and financial planning, making them an excellent choice for individuals and businesses looking for guidance in managing their finances. They offer a range of services, including online appointments, on-site services, wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible toilet, and toilets. It is recommended to make an appointment, although it is not strictly necessary.

Preservation Capital Group LLC has received excellent reviews from their clients, with a average opinion: 5/5 based on 6 reviews on Google My Business. This is a testament to their commitment to providing high-quality financial services to their clients.

Their office is located in a convenient location, making it easy to access for clients in the Atascadero area. They offer on-site services, which can be particularly convenient for clients who prefer to meet in person. Additionally, their wheelchair-accessible facilities make their office accessible to clients with mobility challenges.

When searching for a financial consulting and planning firm, it is essential to consider the firm's experience, expertise, and reputation. Preservation Capital Group LLC has a strong track record of providing high-quality financial services to their clients, as evidenced by their excellent reviews.

Reviews of Preservation Capital Group LLC

SuperPupdaddy

5/5

Anyone looking to put their trust in someone to manage their investment money need to look no further than Preservation Capital Group.

I've been a client of Tim's for 17 years and I can say that I have been very happy with the performance of the investments Tim has suggested I put money in. I rest easy knowing that my money is safe and invested in a strategy that fits my needs.

I highly recommend Preservation Capital Group to manage your investments, you won't be disappointed.

Nancy Lehnhoff

5/5

I have been with Tim Holt for over 20 years. Tim has always made very
good investments for us. I worked with other investors and they seem to want to make themselves money, not for us. We are very happy with Tim and his secretaries.

Leonard Traeger

5/5

When you realize you don't know enough to manage investments on your own, this is the place to be. Tim Holt and his staff are so accessible, knowledgeable, and patient when answering questions. We appreciate especially that they take care to see that your age, goals and risk tolerance are taken into account.

Dan Pritchard

5/5

Tim and his group of knowledgeable people have always delivered more than expected. Their assistance with my wife's Mother's passing made a tough time go as smoothly as possible. The advice for protecting what we worked so hard for during our work lives has kept ahead, even with the RMD requirement.

Jay Frank

5/5

Great understanding of people and financial markets. Always puts the client first.

Judy Lewis

5/5