Great service
Had a great experience with Captrust. Their team was professional and helpful. Would definitely recommend to others.
CAPTRUST is a leading investment services firm that provides a comprehensive range of financial advisory solutions tailored to meet the diverse needs of its clients. With a nationwide presence, the company serves various customers, including private investors, retirement plan sponsors, and nonprofit organizations. CAPTRUST focuses on delivering fiduciary advice aimed at aligning financial strategies with the best interests of its clients. The firm employs a team of expert advisors, many of whom have extensive backgrounds in leadership roles across various industries. This collective experience enables CAPTRUST to offer personalized financial guidance that addresses the unique challenges and goals of each client. Committed to maintaining high standards of client satisfaction, CAPTRUST has achieved significant client retention rates, reflecting its dedication to providing reliable financial advice.
Reviewers consistently highlight Captrust's strong service quality and knowledgeable staff, noting their pleasant experiences and the overall reliability of the company. Many customers express satisfaction with the value for money and the professionalism of the team, with several stating they would return for future needs.
While the core service is generally praised, a few reviews mention that response times could be improved, indicating some areas for enhancement. Despite these minor critiques, the feedback remains overwhelmingly positive, with consumers appreciating the good customer support and reasonable pricing. Overall, Captrust is viewed as a solid choice in the money and insurance sector, with a strong reputation for meeting expectations. The sentiment is predominantly positive.
Summary generated with AI from recent reviews
Same method for every company: overall rating, legitimacy checks, the average rating of reviews mentioning each area and the 6-month trend · Investment Services.
| Company | Overall | Legit | Trend | Reviews |
|---|---|---|---|---|
| — | 67 out of 100 | — | 0 | |
| 4.2 out of 5 (good) | 100 out of 100 | — | 1,200 | |
| 4.7 out of 5 (good) | 100 out of 100 | — | 1,060 | |
| 4.8 out of 5 (good) | 100 out of 100 | — | 1,060 | |
| 4.8 out of 5 (good) | 100 out of 100 | — | 1,060 |
8 reviews of Captrust. Filter by what matters to you.
Had a great experience with Captrust. Their team was professional and helpful. Would definitely recommend to others.
Been using Captrust for a while now and they consistently meet my expectations. Great value for money.
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CAPTRUST is a leading investment services firm that provides a comprehensive range of financial advisory solutions tailored to meet the diverse needs of its clients. With a nationwide presence, the company serves various customers, including private investors, retirement plan sponsors, and nonprofit organizations. CAPTRUST focuses on delivering fiduciary advice aimed at aligning financial strategies with the best interests of its clients. The firm employs a team of expert advisors, many of whom have extensive backgrounds in leadership roles across various industries. This collective experience enables CAPTRUST to offer personalized financial guidance that addresses the unique challenges and goals of each client. Committed to maintaining high standards of client satisfaction, CAPTRUST has achieved significant client retention rates, reflecting its dedication to providing reliable financial advice.