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Susan Frederick2024-05-13I was searching for a financial planner prior to planning for retirement. Capital Benchmark was referred by a friend. Helen and her team have been very professional, easy to work with and have provided good financial advice.
Corinne Levy2024-04-02Helen and her team are incredibly organized, tech savvy, and knowledgeable. CBP has helped us to invest our money and stay on track toward a secure future for our family.
Trang Vo2024-03-23Great service and very thorough!
Andy Pruett2024-03-22I've been a client of Helen and Capital Benchmark Partners for at least five years by now, maybe more. Her team is excellent, responsive, and responsible in all the ways that motivate me to be better in control of my finances. Highly recommended.
Christopher Hansard2024-03-15Helen and her team are great. They are super responsive and go out of their way to make sure you're comfortable with their services.
Ana-Marie Colet2024-03-14Regardless of income, this group of professionals are amazing at expanding your portfolio and investing with your best interest in mind. We met Helen about 6 years ago and have appreciated how honest and straightforward she was. She has never sugar coated or made empty promises. She set out a financial plan that we could (a) easily understand and (b) lined out with our financial goals. And during the 5 years we’ve been with her, she has made a substantial impact on our portfolio. Something that really stood out is the way she navigates between my husband and I. We both have different ways of understanding and processing information, and Helen will take time to meet with us if one, or both of us aren’t understanding or have questions. The same is said for her team. I get responses within an hour if not sooner! They make us feel like their only clients! We appreciate Helen and her team!
Corey Goerdt2024-03-14Helen, Karishma and the whole team at Capital Benchmark Partners have been a joy to work with. Helen came highly recommended from an attorney friend, and she's lived up to the hype - and then some. She's always responsive, even to probably simple / ridiculous financial planning questions. And she has simplified our financial planning lives to the point where she takes care of 99% of everything we need to do, while giving us clear instructions and take-aways to accomplish the other little bit ourselves. I recommend Helen's team to everyone I talk to about financial planning (mercifully for me, not too many) and would recommend Capital Benchmark Partners to anyone else looking for a highly competent, organized and responsive financial planner.
Will Shin2024-03-14We've been with Capital Benchmark Partners for years now and they've been an integral part of our financial success and well being. Things I love: regular/clear communication, great listeners, timely execution and the feeling they have our best interests in mind. Highly recommended if anyone is searching for a financial planner!
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