We are always happy to work with other advisors or even compete with them for your business.
In fact, we will happily give you a no cost or obligation second opinion to help you evaluate a new plan or the one you currently have. Being involved with us will keep everyone in your financial life on their toes.
In many cases, our established clients initially came to us seeking better performance with money they wanted to have at lower risk. Then, over time they continued to gravitate to us because we competed well based on results.
Healthy competition on results is good for a portfolio.
We work well with customers who want to be highly involved in the process, as well as those customers who take a hands off approach, but want to be sure they have professionals they can trust.
Cap and his staff gave us as much time as it takes to answer all of our questions. We’re not being treated as a number, we’re being treated with respect, and with the utmost dignity.Bryan, OH
Cap is a ‘real’ guy and doesn’t give you a ‘stuffy shirt’ attitude. Easy to talk with.Delta, OH
We are happy clients because they treat us like family and when you have concerns or questions, they address them immediately. Having been with Cap for 21 plus years we have gained significantly. We sleep very well at night.Toledo, OH
Everything is as advertised.Holland, OH
They represent what is best for me and not what is in their best interest.Toledo, OH
“You are all the most wonderful and helpful people I know… I love you guys.”Tallahassee, FL
Cap has been the anchor of WSPD 1370 “Cap Averill II and Associates Inc Financial News, as well as co anchored the Public Television documentary “Wants and Needs”, Co Hosted with Gordon Ward.
He has been featured as a guest on FOX NEWS, WSPD, WTOL, WTVG, CONKLIN AND COMPANY, LEADING EDGE with Jerry Anderson as well as has won international awards for his documentaries and independent films at the Hollywood International High Definition Festival, Paramount Studios Hollywood, International Wildlife Film Festival, Montana Cinefest, Ozark Mountain Film Festival, as well as others. He studied at The University of Toledo, The Ohio State University, and University of California Santa Barbara. He is constantly pursuing additional honors and levels of educational achievement in his field.