Montecito Capital Management Reviews
Reviews from Citysearch
Overall Rating
- Hands-on and happy with advisory firm
Read More On Citysearch JF33 10/2/2010 - Very Personable ExperienceHaving minimal investment background, and not really knowing Kip Lytel other than being recommended as a sound investor, I am happy to share I am very pleased with the service he and his firm has provided me. Kip has always afforded me the respect to participate in my financial decisions, help me to learn how to maximize my investment, and not over charge for the services I receive. I can, and ...
Read More On Citysearch jbaflyer 1/31/2010 - affordable, responsive & great resultsi referred a friend to this investment group and he mentioned these reviews, one of which was average. i completely disagree with jsb1952 review and concur with the outstanding personal service and performance testimonials of the other three reviewers. montecito capital & their principal, Kipley (Kip) Lytel, have gone beyond my expectation with their advisory service. i am delighted and would...
Read More On Citysearch consumer20 4/23/2007 - okay but not the best
i thought they were decent until i worked with another broker who is really good at what he does. their advice was decent but to cookie-cutter for me. i don't feel their fees are justified and i was only contacted about business whereas my current advisor will just call to say hi. there is better out there.
Read More On Citysearch jsb1952 1/26/2007 - World Class Investment Firm
I am thrilled with Montecito Capital Managements investment counsel, advanced portfolio practices and close personal service. I discovered this respond review option when searching online for their website so I can send it to a colleague in which I was referring to them. I have read these other reviews and feel that they characterized my experience with portfolio performance and that this is ...
Read More On Citysearch privateinvestor 9/30/2006 - Great advisory firmI am very pleased with Montecito Capital with regard to their services, financial performance & availability to meet on any financial matter. Very smart guys with super qualifications, references and credentials.
Read More On Citysearch ricksall 2/5/2006 - Terrific Wealth Management Experience.Simply a superb group of investment advisors with consistent positive portfolio results! Very happy with my financial planner Kip Lytel.
Read More On Citysearch robert11 12/27/2005
Reviews from MetroGuide.Community
Overall Rating
There are currently no active or available MetroGuide.Community reviews for this listing.
© 1996-2013, MetroGuide, Inc. | Privacy Policy | Terms and Conditions
MetroGuide, MetroGuide.Network and MetroGuide Los Angeles are service marks of MetroGuide.com, Inc.
To contact us at MetroGuide: Click Here.