Capital Advantage, Inc.

heidi f. _{on Yelp}

Mar 23rd, 2023

Absolute best and we have been customers and referring people since 2003.  John, Donna and the entire team work together to ensure our investments are sound.

Annette K. _{on Yelp}

Sep 23rd, 2021

I called Capital Advantage on a whim this week looking for some quick advice. The receptionist was quick to tell me she'd have someone call me back later in the day. Within a few hours John gave me a call and we chatted for around 30 minutes. He gave me very sound advice and helped me feel comfortable with a big financial choice. John was great, very practical and understanding of my situation. While the timing is not right for me to use Capital Advantage right now for my financial situation I will definitely call them first thing in my future when I'm ready. Thanks again for your help, John!

Raquel H. _{on Yelp}

Jun 9th, 2021

I've spoken with several financial advisors over the years and none of them compare to Ben Agron. He is really great at explaining complex financial issues simply, plus he has a great sense of humor.  He's diligent, honest, and thorough. Highly recommend!

Dave D. _{on Yelp}

Apr 9th, 2019

I have worked with several "Financial Advisors" and often I felt that I was just a number - but not with Ben Agron. Over the past couple of years, Ben has prioritized getting to know me and my family. He always puts our questions and concerns at the top of the agenda, and is never dismissive. Ben has a thorough understanding of all things wealth. While Ben manages our portfolio and retirement plan, he has given guidance around topics such as our family trust, insurance needs, and debt. I truly appreciate Ben and the team at Capital Advantage. If it's not clear, I highly recommend them!