Khailey C.
9/28/2018
Great company! They helped my grandparents figure out how to make their retirement savings produce enough income for them to enjoy their retirement. Highly recommend!
Miramontes Capital
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4701 Teller Ave
Newport Beach, CA 92660
Miramontes Capital, located in Newport Beach, CA, is a wealth management firm with over 25 years of experience in financial planning. They specialize in providing high-touch services such as estate planning, tax strategies, and investment management to individuals, families, business owners, medical professionals, and CPAs.
Their team at Miramontes Capital offers personalized financial solutions tailored to each client's unique needs and goals. Whether you are planning for retirement, growing your wealth, or protecting your assets, they provide guidance and resources to help you achieve financial success and peace of mind.
With a focus on client education and accountability, Miramontes Capital goes beyond the standard advisory services by offering regular portfolio reviews, customized investment plans, and comprehensive communication to keep clients informed of market trends and opportunities. They aim to simplify the financial planning process and empower clients to make smart decisions for their financial future.
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Reviews
4.523 reviews
Annette B.
3/27/2022
Very detail oriented and explained everything in detail. Answered all my questions and made everything easier to understand!
Phong D.
9/28/2018
My dad was a client of Sid's for well over 2 decades. My dad and our family trust Sid and his team's expertise. When my dad passed away, Miramontes Capital helped us with the financial transition....
Sherri R.
2/23/2018
Over a decade ago, my dad was nearing retirement and needed some guidance. After a long search, a family friend finally introduced my dad to Miramontes Capital. And as they say, the rest is...
Bill R.
5/31/2018
Sid, Ariana and the entire Miramontes Capital team are top-notch, which makes their company and services superb. I highly recommend them to people who wish to optimize their wealth while receiving...
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