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Review Keywords Analysis

  1. US
  2. CA
  3. San Francisco
Services Excellence Summary

Citrine Capital is a wealth management company that has received positive reviews from clients. One client expressed gratitude for the work of their advisor in getting their finances in order and helping them start investing. Another mentioned their fantastic experience with a fiduciary who was responsive and dedicated to improving their financial standing. Clients also praised the expertise and professionalism of their wealth advisor, who exceeded their expectations and provided incredible advice. Citrine Capital has been recommended for their top-notch, class-A advising that combines financial accountability with financial wisdom. Clients appreciate the personalized approach and educational aspect of working with their advisors. Unique facts about Citrine Capital include their dedication to helping entrepreneurs and business owners create and preserve wealth. They offer flat fee wealth management services and can work remotely with clients worldwide. Several reviews mentioned specific advisors, highlighting their expertise and the long-term relationships they have built with clients. Citrine Capital specializes in wealth management and offers services such as managing money, organizing investments, prioritizing goals, retirement planning, preparing for major life events, and tax reduction. They are committed to helping clients protect their family members and create a sound financial roadmap. Overall, Citrine Capital has received positive reviews for their expertise, personalized approach, and commitment to helping clients achieve their financial goals.

 

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Reputation Change over time

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Pros & Cons

PROS
recommend (2)
highly recommend ... (1)
fantastic experi ... (1)
helped me (1)
very impressed (1)
incredibly helpf ... (1)
Cons
unprofessional (1)
no response (1)
no communication ... (1)
Citrine Capital Reviews: 8. Average Rating: 4.5
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