Coign Capital Advisors S 700 E, Draper

Coign Capital Advisors Reviews

• J

  Jon Itri
  5

  I've been working with Adam and the Coign team for over 8 years. I worked with a different financial advisor before and when I moved to Coign I noticed a distinct difference. Coign helped guide me in a direction to protect myself, my assets and most importantly my family's future. Mutual funds is a component of our discussions, and they are excellent about explaining why they pick to funds they do, but I needed more than what funds to choose. I needed someone who had experience and wisdom to guide me. I'd Highly recommend them.

  Response from the owner

  Thanks for your kind endorsement. We enjoy working with you and your lovely wife.

• J

  Jesus Tanguis
  5

  I have been working with Coign Capital for several years and the experience has been very good. Zeb Lowe is my Financial Advisor, but more than that I considered him a partner when it comes to achieving our long term Financial Goals. Beyond the knowledgeable advice and management of our portfolio, the trust built with Zeb and the rest of the Coign Capital team allows us to enjoy our present knowing that we have someone helping us take care of our future... I look forward to a very long term relationship with the team.

• C

  Craig Brimhall
  5

  It is difficult to overstate how great it has been working with Coign. Zeb and Court took on the tremendous task of helping my parents organize their finances, get out of debt, and create a path to a viable retirement. They pay attention to the details of a financial life, listen well, and are meticulous in their work. They have done an excellent job! I look forward to working with them for many years to come.

• C

  Cindy Granger
  5

  Zeb and Dan are AMAZING! I'm so grateful I found them! This has been a challenging time for everyone, but they have given me the confidence in my investments, and my credit card debt will be gone before 2021! If you want comfort, peace, and encouragement with ANY financial decisions, reach out to Coign Capital! They have changed my families future for the better, and I'm forever grateful!

• T

  Teri McCallum
  5

  I love everything about this Company. Zeb Lowe is my financial advisor but if for some reason I needed assistance from any team advisor or support staff, I would get the same courteous, professional and quick response. Coign Capital Advisors not only get results but they are knowledgeable and professional in every way. I highly recommend them.

• R

  Richard White
  5

  Coign Capital is very different from an insurance agent in the neighborhood claiming to be a “financial advisor”. Coign is a full service shop that not only gives meaningful consultation to each client, but has access to a wide range of investment options. I have had help with stocks, bonds, ETFs, mutual funds, real estate, private equity and tax planning. I highly recommend a shop like Coign over the large brokerage houses (which I have worked for) or the individual money managers that don’t have access to some of the small-mid market investment options that help give a truly diversified portfolio.

• T

  Travis Day
  5

  I've had a great experience working with Coign Capital. They go the extra mile to make sure that I'm informed, that I'm comfortable, and that I'm set up for success. They are super responsive and professional. I'm very happy working with them.

• J

  Judy Reardon
  5

  I have nothing but great things to say about the Coign Capital Advisors. I am confident that they will make the best decisions and they have not dissapointed us. They are professional and personable and have always responded quickly with any of our questions or concerns. I highly recommend Coign Capital.

• C

  Cameron Steadman
  5

  The Coign team has been great to work with. They've helped me manage my assets as well as those of several of my family members. They're responsive, professional, and an overall great organization.

• J

  Jon Dalton
  5

  Coign Capital is professional, knowledgeable, and provides results! I have developed such a trust in Coign and their staff; they have evidenced time after time that they operate with my interests at heart. I don't hesitate in recommending Coign's services to others!