I have the best Financial Adviser! He is extremely professional and knowledgeable. He explains my investments very well and clearly. I can call on him for any questions. I honestly feel very fortunate to have someone like Mr. Mike Remington assisting me. read more

My dad was a client of Sid's for well over 2 decades. My dad and our family trust Sid and his team's expertise. When my dad passed away, Miramontes Capital helped us with the financial transition. They are personable, attentive, and accommodating. The transition of my dad's assets was seamless and during this process, my family felt great comfort to know we were being taken care of. Miramontes Capital is a great company! They truly care! read more

Very detail oriented and explained everything in detail. Answered all my questions and made everything easier to understand!

Over a decade ago, my dad was nearing retirement and needed some guidance. After a long search, a family friend finally introduced my dad to Miramontes Capital. And as they say, the rest is history. About 7 month ago, I was laid-off due to budget cuts. I decided to rollover my 401k to Miramontes Capital. Just like my dad, I am incredibly pleased with the quality of service, genuine interest in our financial well-being, and keeping us up to date with the stock market. Sid and his team are great! read more

Sid, Ariana and the entire Miramontes Capital team are top-notch, which makes their company and services superb. I highly recommend them to people who wish to optimize their wealth while receiving true customer service. Miramontes Capital offers thoughtful financial advice, and they really take the time to understand people's goals in order to help them maximize their investments - rather than provide a "one-size-fits all" approach like some companies do. The staff respond to clients in a timely manner, and they truly have the expertise to help people develop portfolios that grow nicely and will provide them with the security of a comfortable future for themselves and their loved ones. Kudos to the Miramontes Capital crew for making a profound difference for their clients. read more

The family office model that MC uses of wealth management,life insurance ,commercial insurance, alternative investments has been very beneficial for my business and personal portfolios having been a client for over 10 years I would highly recommend for entrepreneurs and C-suite families. read more

Great company! They helped my grandparents figure out how to make their retirement savings produce enough income for them to enjoy their retirement. Highly recommend! read more

One of the worst decisions I ever made was to have Sid Miramontes as my financial advisor. I was very displeased how my retirements funds were managed. During the 5 years I was with Sid he didn't make much of a effort to call except one time. His representatives would call periodically. I would not recommend him as a financial advisor. read more

If you're looking for someone with knowledge and trustworthiness to your future of your portfolio then look no further. Sid at Miramontes Capital and his team are fabulous at hearing what your goals are and give you a well established portfolio to get there. You all rock. read more

My wife and I went to the retirement workshop and I'm glad that we did. We have been to a few others but this was the first time that we felt comfortable with the financial advisor, and didn't feel like we were being sold to. The communication has been solid as we speak every month regarding my investments. read more

Sid demonstrates genuine interest in MY success, and he offers sound judgment and great guidance, often saving me from making bad decisions that I might be inclined to make based on the emotion of the moment. I would highly recommend Miramontes Capital to anyone looking to maximize their wealth. read more

I want to thank the team at Miramontes. Retirement can a bit scary and tough I/We only have one chance to get it RIGHT!! I was happy with their on boarding education and process and REALLY HAPPY with my updates which I get every other month. Thanks for the peace of mind you have given me and hope to refer you more of my colleagues read more

I have been working with Mike Remington for over 10 years. His knowledge and recommendations have been very helpful. He has done an excellent job and proven to be responsible and responsive. I would strongly recommend him for all your financial needs. read more

I've known Mel Galloway for almost 10 years now professionally and I recommend him to anyone for any reason. Mel brings the term "professional" to a different level, adding honesty and integrity to the table; this makes him the perfect person to work with. I've seen him in many diverse capacities and Mel always exceeds expectations! read more

I highly recommend Miramontes Capital for investors focused on maximizing and safeguarding their retirement assets. Miramontes Capital has a special focus on helping people navigate and transition into retirement so they can enjoy the next phase of life. The team at Miramontes Capital maintains a high level of customer service and communication with their clients! read more

I went to their seminar a few weeks ago and was impressed by it. The next day i received an email thanking me for coming I replied with a few questions and did not hear back from anybody for over 2 weeks. Finally the rep that sent me the email called me just as i was leaving for an appointment so I asked him to call me back,which he never did. I waited a few days and then called and left a message for Sid to please call me. He did call me back at the very end of the day just as he was leaving and I was getting ready for diner.I asked him to call me back at a better time and have yet to hear from him. My take on this type of thing is that if they dont respond before they have my money what would they be like after they have it The only reason gave them 2 stars instead of one was because their seminar was very interesting read more

Attended the womens retirement seminar in Novemeber enjoyed the speakers. Scheduled an appointment with Yvette Wright after a couple meetings, I decided to move forward. They presented a plan and assesed my risk through a nobel laureate system. The team presented portfolio options to discuss and review. The team was very patient explained the different investment strategy options. No sales pressure, I left and told Yvette I would be in touch. I called later that day and decided to move forward with Miramontes Capital. The professionalism and customer service has by far exceeded my expectations. I am very happy to reccommned Miramontes Capital as retirement specialists. read more

Sid and his team and Miramontes Capital are the best.

Was not even able to see Sid or whoever was leading the event. I signed up for the event on the internet. The last page said, and I quote. "Check your mail! We'll be sending you a confirmation letter. You are not required to bring your letter - It's just a friendly reminder." Later, the morning of the event, I received an email and I quote, "Tonight is the night! We're very much looking forward to seeing you at the seminar tonight. This is a courtesy email to ensure you have all the event information accessible." The address and then "If you're unable to attend or have questions for our office, please call Jason." then, We're looking forward to seeing you soon! After working all day, I picked up my wife and drove in traffic for 40 minutes, just to be told. I didn't answer my phone. I could see I was on the second list. I was understandably upset, my wife is not in the best of health, but since I just turned 55, I thought we should look into this. While I was discussing the matter with the greeter, Jason, a lady approached him, he told her the same thing. She was also visibly upset, said it was very bad PR then left. Jason had told me if someone doesn't show up on the first list, We could still attend. The event started at 6pm and we were early. At 6:20pm, there were 2 spaces still available. I know this because I heard Jason communicate with someone upstairs. He told me he didn't want to let us in because of my attitude. So, he lied. Very unprofessional. I feel this kind of unprofessional behavior should be reported. After all this, Jason said he was following the rules and it was still my fault. The lady was correct, poor customer relation skills. read more

My husband and I recently engaged Miramontes Capital and we are very satisfied with the experience we have had with Sid and his team. We very much appreciate Sid's philosophy of first understanding our baseline and our life goals / dreams, then establishing a plan. Miramontes Capital has put together multiple presentations for us that were extremely detailed and analytical, yet well delivered and easy to understand. Also, Sid has always gone the extra mile to customize his team's approach to communication and meetings with us, leading us to feel a great deal of respect and personal attention. Thank you so much, Miramontes Capital! read more

Sid and his team are knowledgeable and friendly. They do a great job managing my investments. And the luncheons they host are informative - well coordinated and good food! read more

When I was with another advisor the only time I heard from him was when I picked up the phone to call him! But Sid's team, they are proactive!!! I appreciate the constant communication. It gives me peace of mind. read more

Sid and his team are the best at what they do. They not only provide their clients with sound financial advice and counseling, they also take the time to truly understand their clients' goals. Unfortunately, most financial planners don't do that. Sid's stated goal is to develop life-long relationships with his clients, and I have seen first hand that this is exactly what he does. read more

I have been a client to Miramontes Capital for about two years now. I can't speak highly enough of this group of people. They are a very knowledgeable group, while still being very approachable. They are quick to respond, very friendly, and I feel that they really do care about my future plans and goals. I have seen my portfolio grow at a healthy rate. I am a true novice when it comes to anything financial, Sid has been very patient in explaining everything to me. Aside from my portfolio growing, so has my knowledge. I really can't say anything negative about this firm. I will be a client for quite sometime and would recommend them to anyone in my life with confidence. read more

Sid is incredibly intelligent, understanding and approachable. He feel like your friend, not someone telling you what to do with your money. The knowledge they hold is vast. I recommend reading Sids book, as its incredibly insightful. read more