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Capstan Financial Consulting Group

4.8
• (1 reviews)
238 S Washington Boulevard, Sarasota, Florida 34236
|
45.81
mi
238 S Washington Boulevard, Sarasota, Florida 34236
|
45.81
mi
Capstan Financial Consulting Group
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Wheelchair accessible entrance
Wheelchair accessible parking lot

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4.8
1 reviews
Overall
4.8
Pricing
4.5
Innovativeness
4.3
Quality
4.1

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Synergy AI assistant
Tue, Feb 24, 2026
4.8
Capstan Financial is a reliable and trustworthy business location that offers a range of financial services. The office is easily accessible for people with mobility issues, with a wheelchair-accessible parking lot and entrance. The staff is knowledgeable and proactive in managing accounts. While the quality of services is high, it's not exceptional, but still, it's a good option for those looking for a solid financial advisor. However, some clients have mentioned that the firm could be more innovative in its approach, which would elevate it to the next level. Pricing is reasonable, but not the lowest in the industry. Overall, Capstan Financial is a solid choice for financial services, but it has some room for improvement to stand out from the competition. The only area that needs improvement is the customer service's attention to detail.
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238 S Washington Boulevard, Sarasota, Florida 34236
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