“It feels like they’re as invested in our success as we are, which makes all the difference.”
Partner, Financial Services Company | Clutch review, January 26, 2025
BUDGET
$200,000 to $999,999
ENGAGEMENT DATES
Sep. 2019 – Ongoing
LOCATION
Newport Beach, California
COMPANY SIZE
51-200 Employees
As listed on Clutch.co
5.0
OVERALL
out of 5.0
5.0
QUALITY
Service & Deliverables
5.0
SCHEDULE
On time / deadlines
5.0
COST
Value / budget
5.0
WILLING TO REFER
NPS
Seamless takeover from the previous vendor with zero operational downtime, according to the client
Office move IT support, with all systems working on day one in the new location
New phone system installed and configured, with staff training
Servers consolidated to reduce complexity and hardware costs
Network diagrams and system protocols documented for ongoing management
All deliverables completed on time, as reported by the client
The reviewer is a partner at a financial services firm in Newport Beach, California, with 51 to 200 employees. The firm provides personalized financial investment strategies and portfolio management services to help clients reach their long-term financial goals.
The firm found CAL IT Group through an online search and chose the team for its high ratings, nearby location, strong culture fit, and good value for cost. The engagement began in September 2019 and is ongoing.
The firm hired CAL IT Group for managed IT services, cybersecurity, and VoIP services.
A team of two to five CAL IT Group employees supports the firm. CAL IT Group took over from the firm’s previous vendor without disrupting daily operations. The team assessed the existing IT infrastructure, migrated all systems, and put new protocols in place.
When the firm moved offices, CAL IT Group planned and carried out the relocation of all IT equipment, including workstations, network hardware, and cabling, so everything was ready on day one in the new space. The team also implemented a new phone system, handling installation, configuration, and staff training, and consolidated the firm’s servers through its system and network engineering work to reduce complexity, cut costs, and improve performance without major downtime.
After the move, CAL IT Group provided on-site and remote support to address issues quickly, and delivered thorough documentation of the new IT setup, including network diagrams and system protocols. Communication takes place through in-person meetings, virtual meetings, and email or messaging apps.
The client reports a seamless transition of IT services with zero operational downtime during the handover. The office move was completed on schedule, with workstations, network infrastructure, and phone systems fully working on day one. The new phone system improved communication efficiency, with faster call routing and fewer technical issues reported by staff, and server consolidation reduced IT hardware costs and improved performance, with quicker load times. After the move, IT support response and ticket resolution times also improved.
According to the client, CAL IT Group’s project management was excellent, with clear communication, regular updates, and every deliverable completed on time so business operations were never interrupted. The client was most impressed by the team’s proactive approach and its dedication to understanding the firm’s needs and tailoring solutions to fit, while keeping several complex projects on schedule.
Asked about areas for improvement, the client said there were none and encouraged CAL IT Group to keep making customers feel valued.
★★★★★
“It feels like they’re as invested in our success as we are, which makes all the difference.”
Partner, Financial Services Company
Source: Client review of CAL IT Group by a partner at a financial services company (anonymous), published on Clutch on January 26, 2025. The review was submitted online by the client and is not marked as verified on Clutch. Page content is summarized from the review. The testimonial is quoted exactly.
Read the original review on Clutch.
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