Capital Resource Management Review 2024

Arrogant Advisors

Capital Resource Management is a financial advisory firm based in North Dakota. Their services are mediocre at best but for some reason, their advisors are horrible. Those people think they are above everyone else and even treat their clients with disrespect. I have been working with them for quite some time and my experience has been very disappointing. One shouldn’t hire this firm because you’ll get horrible client service here. 

The people at this firm are way too arrogant to be financial advisors. They act as if their clients don’t know anything about wealth management and finances. It’s very infuriating because the advisors keep talking arrogantly and make any interaction a nightmare. The way they treat their clients has made me realize how important good service is. To be honest, I didn’t expect such terrible client service from Capital Resource Management. They have been in the industry for more than three decades but I guess that’s a big reason why they behave so arrogantly. It seems as if they have become a lot more careless in terms of client service. 

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These people no longer care about what the client thinks. It’s either that or they think their client won’t go anywhere else, which is a bad thought to live with. In my opinion, these people should start focusing on improving their client service otherwise it won’t be long before they start losing business. Thanks to the pandemic, the returns have been quite horrible for me so there’s really no reason for me to work with these guys. However, I don’t want anyone else to make this mistake. When you’d ask about Capital Resource Management you’d probably hear a lot of good things. I know this because that’s what happened to me.

When I asked my friends for referrals, I found out about Capital Resource Management and thought they would be the best financial advisors for my requirements. Clearly, I was wrong. I suspect that this firm might have been an excellent service provider a decade ago and because of that, they now have a good reputation in the industry. Currently, they are careless and arrogant people who no longer care about their clients. They are too focused on expanding their business to care what their current clients think, which is quite bad for their clients.

Capital Resource Management
Capital Resource Management

Painful Meetings And Rude Behaviour

The advisors at Capital Resource Management behave very rudely with their clients. I have tried to point this out to this firm but they never listen. No, instead of listening to their clients’ criticism, they choose to ignore the same. They don’t like to hear criticism because their advisors think they are the best in the industry. You can imagine how painful it would be to work with an arrogant financial advisor. It makes it difficult to trust their financial advice too.

What is the role of a financial advisor?

For payment, a financial advisor offers clients financial assistance or recommendations. Financial advisors, often known as advisers, offer a wide range of services, including investment management, tax preparation, and estate planning.

Because many times, a person who acts very arrogant doesn’t actually know anything. Many times, arrogance is a sign of ignorance. So I’m pretty sure that the returns I have been getting from Capital Resource Management are subpar and I could have gotten much better results if I had hired someone else. 

The rude behavior of their advisors is very annoying. During meetings, my advisor doesn’t listen to me and I have to repeat myself. It makes me feel insulted because the advisor should be focused on me. But the advisors from this company tend to remain distant during meetings. After all, they are the best in the industry so why would they focus on their client’s needs? 

It is for this nonsense that I chose to write this review. I don’t want anyone else to get such pathetic services. 

Capital Resource Management Review: Conclusion

I don’t think working with Capital Resource Management would be a smart decision. These people are way more arrogant than they should be. Granted, they have been working in the industry for several decades but this doesn’t mean they can act however they like. It’s almost as if the leadership at this company has stopped caring about client service. Without good service, it becomes very painful to work with this firm. 

You can find plenty of other financial advisors in North Dakota. Capital Resource Management isn’t worth the effort. 

3.2 Total Score
Too Arrogant and Rude

This firm has one of the worst client service in the country. Their advisors are too arrogant and rude to do business with. It would be much better to avoid this firm and work with someone who behaves responsibly and respectfully. Avoid Capital Resource Management.

  • Rude
  • Terrible client service
  • Careless
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