Capital Financial Management
Financial Service
Why pick this one
Capital Financial Management offers comprehensive retirement planning services and has been in business for over 40 years.
Best for
- retirement planning for pre-retirees and retirees
- individuals needing personalized financial solutions
- clients looking for a fiduciary commitment
Look elsewhere if
- those seeking low-cost, transactional financial advice
- clients wanting limited service offerings without comprehensive planning
Specialties
- asset allocation
- income planning
- legacy planning
- life insurance
- retirement strategies
Certifications
- licensed Investment Advisor Representative
- licensed insurance professional
What makes them different
- founded by Don Delaria Jr., who has 40 years of experience in financial services
- fiduciary obligation to clients
- no product pushing, focuses on tailored solutions
- comprehensive retirement planning that includes multiple aspects of wealth
- uses technology for effective retirement management
- Years in business
- 40
Distilled from this business's own website.
Contact & Location
- Address
- 1000 N Main St, Fuquay-Varina, NC 27526-1985
- Phone
- +19194601775
- Website
- http://www.capitalfinancialnc.com/
- info@capitalfinancialnc.com
Services
- financial planning
- retirement planning
- insurance planning
- wealth management
- estate planning