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Preservation Capital Group LLC

  • Investment Service
  • Atascadero, CA
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About this business

FinanceFinancial ServicesInvestingInvestment Service

Preservation Capital Group LLC is a group of financial professionals committed to upholding the highest standards and service. Preservation Capital Group offers a synergy between its brokerage relationship with Madison Avenue Securities LLC., insurance agency Value Health & Life Insurance Services, and tax planning and preparation services through PC Income Tax Services. This combination brings the opportunity to offer unbiased advice to investors desiring a coordinated process between financial planning, tax planning and ... read more

Location details

4401 El Camino Real Suite A, Suite A, Atascadero, CA, 93422, United States

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Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
5.06 reviews
SuperPupdaddy's profile image
11 months ago

Anyone looking to put their trust in someone to manage their investment money need to look no further than Preservation Capital Group. I've been a client of Tim's for 17 years and I can say that I have been very happy with the performance of the investments Tim has suggested I put money in. I rest easy knowing that my money is safe and invested in a strategy that fits my needs. I highly recommend Preservation Capital Group to manage your investments, you won't be disappointed. 

Nancy Lehnhoff's profile image
Nancy Lehnhoff 
a year ago

I have been with Tim Holt for over 20 years. Tim has always made very good investments for us. I worked with other investors and they seem to want to make themselves money, not for us. We are very happy with Tim and his secretaries. 

Dan Pritchard's profile image
Dan Pritchard 
a year ago

Tim and his group of knowledgeable people have always delivered more than expected. Their assistance with my wife's Mother's passing made a tough time go as smoothly as possible. The advice for protecting what we worked so hard for during our work lives has kept ahead, even with the RMD requirement. 

Leonard Traeger's profile image
Leonard Traeger 
a year ago

When you realize you don't know enough to manage investments on your own, this is the place to be. Tim Holt and his staff are so accessible, knowledgeable, and patient when answering questions. We appreciate especially that they take care to see that your age, goals and risk tolerance are taken into account. 

Jay Frank's profile image
Jay Frank 
6 years ago

Great understanding of people and financial markets. Always puts the client first. 

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Frequently asked questions about Preservation Capital Group LLC

How is Preservation Capital Group LLC rated?

Preservation Capital Group LLC has a 5 star rating with 6 reviews. 

When is Preservation Capital Group LLC open?

Preservation Capital Group LLC is closed now. It will open on Thursday at 8:00 a.m.