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      Capstone Wealth Advisors

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      Never Again - Customer Service Representative Capstone Wealth Advisors Employee Review

      1.0
      24 Feb 2023
      Customer service representative
      Recommend
      CEO approval
      Business outlook

      Pros

      Decent pay and benefits. The location was perfect for me

      Cons

      micro-managment, coached to withhold information from clients regarding level of services provided

      Explore other reviews about Capstone Wealth Advisors

      5.0
      21 Sept 2023
      Client service associate
      Recommend
      CEO approval
      Business outlook

      Pros

      Strong sense of family within the office Development opportunities within the practice Emphasis on work-life balance

      Cons

      New firm so structure and organization is in the works

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