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Capital Squared Financial

1451 Rockville Pike #250
Rockville, MD 20852 240-600-1678

Ratings

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Consumer Ratings for Capital Squared Financial — 1 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Promptness/responsiveness
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Consumer Comments for Capital Squared Financial

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Consumer from KENSINGTON, MD
Jul 25, 2026
Recommended
Alex helped me to make the transition to retirement with confidence. I am comfortable with my portfolio, and have often benefited from his guidance on tax planning, estate planning, etc.

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