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  1. US
  2. CA
  3. San Francisco
Citrine Capital
Citrine Capital
Citrine Capital
Citrine Capital

Citrine Capital

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Open  10:00 AM - 6:00 PM now
535 Mission St 14th floor, San Francisco, CA 94105, USA Get Directions
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ABOUT   Services Excellence Summary

Citrine Capital is a flat-fee wealth management firm committed to helping business owners and entrepreneurs generate, expand, and safeguard their wealth. Our company administration services offer clients strategic insight and comprehensive coordination to meet their financial requirements. Clients rely on our experience to manage their cash, organize their investments, prioritize their goals, plan for retirement, prepare for major life events, and safeguard their families. We also work with clients to minimize their taxes. Our offices operate in San Francisco and Washington, D.C., and we have clients throughout the US and the world. Citrine Capital Transform Your Business Future

 

SUMMARY   Reviews Summary

The bulk of reviews for Citrine and its financial advisers mainly centered on the great job Sefa and Jirayr do. Sefa’s clients like to show satisfaction over the clarity of her advice and plan impact on their situation, thanking her for it. Most clients find a sense of direction under Sefa’s guidance and report that her approach to financial matters is easily understood. Jirayr has a good approach in that he will teach his clients about the complex financial world and impact their financial standing in a year positively. Most customers still working with either Sefa or Jirvary have entrusted the future outlook of their finances on them. And are nothing but appreciative, mentioning multiple times how secure and lifted Salomon and their decision to deploy them. The financial advisors show that they exercise integrity and refuse to fail, as many of their customers from as way back as more than ten years still work with them. They also appreciate them for constantly appraising and improving a client’s financial roadmap. Thus many believe that Citrine’s clients can remain with the company for a long time because of the fruits others are gaining.

 

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John Doe left a 5 star review
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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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John Doe left a 5 star review
★★★★★
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