Check Capital Management in Costa Mesa is your gateway to financial empowerment with our independent financial advisor services. Elevate your financial journey with personalized guidance and expertise. Trust Check Capital Management for a tailored approach to your financial goals.
Wheelchair Accessible Restroom Available
Restroom Available
We have worked with Check Capital for the past 9 years. During that time, through the ups and downs of the market they have been rock solid. Our financial advisor, Chis Ballard, has been amazing to work with. Market volatility can be daunting, but Chris has provided education and perspective, and as a result we have more peace of mind regarding our investments, which have performed well. Chris is personable, and a knowledgeable professional with the highest level of integrity...we trust him implicitly. Our experience with Check Capital has been outstanding.
Steve Check was referred to us by our CPA over thirty years ago. Working with Check Capital is the best financial decision we’ve made. His two bucket approach to investing has removed the angst of day to day concerns with how our portfolio is performing affording us the opportunity to keep the bulk of our assets working for us while secure our near term financial needs are readily available. His staff has grown through the years, but the culture and investment strategy remains basically the same. All staff members are approachable, professional, and empathetic to the firm’s clients. We’re in for the ‘long run’ with Check Capital. Dana and Marty Sappington
My husband and I have been with Check Capital since 2015 and we were assigned to Chris Ballard whom we love working with on our investment portfolio. They always keep us very informed and we are happy to say that their choices have made our retirement grow! We feel Chris is very attentive to our requests and needs and always seeking for ways to make it even better.
I've been doing business with this firm for more than two years and must say that the service, as well as my portfolio returns, have been stellar. Communications have been detailed and thorough, portfolio management has been well thought out and executed. When I call, I am answered by my account advisor, Jeremy Saltzberg, who's been with me the entire time since I opened my account. These people know what they're talking about and are willing to spend as much time with clients as necessary. This is my "go to" advisor from now on.
Check treats its customers like family and has a strong personal interest in ensuring its clients are fully satisfied with Check’s investment performance and customer service. My experience over the past 7 years has lived up to my expectations, and getting to know Check’s leadership better over time has only increased my confidence in the firm.
Hayward Bishop And Wrigley offers tailored accounting, taxation, and business advisory solutions to help your business thrive. Their expert team focuses on personalized strategies to optimize financial performance and compliance. Visit their website to learn how they can support your accounting needs and drive business success.
Balanced Books For You offers personalized bookkeeping services designed to simplify your financial management and keep your business organized. With expert attention to detail and tailored solutions, they help you maintain accurate records and improve financial clarity. Visit the website to learn how Balanced Books For You can support your business’s financial health.
Foti Financial Services specializes in auto loans in Covington, LA, providing financing solutions for customers purchasing new or pre-owned vehicles. Their knowledgeable loan specialists guide borrowers through every step of the financing process while helping them choose repayment options that fit their financial goals. Every customer receives dependable service and expert guidance. Foti Financial Services […]
Stuart Iles Partners offers top-rated certified auditor services for organizations across Hobart, TAS. Performing independent audits, internal controls assessments, and SMSF reviews, their certified auditors verify financial accuracy and statutory compliance. Maintain operational trust and full transparency with thorough audit reports.
