Capitol Financial Solutions
Financial Advising
Why pick this one
Capitol Financial Solutions specializes in business owner financial planning and offers customized strategies through a coordinated team of professionals.
Best for
- business owners seeking customized financial strategies
- individuals looking for comprehensive financial planning
- families needing special needs planning
Look elsewhere if
- looking for generic financial services
- requiring quick, one-time financial advice
Specialties
- employee benefit packages
- retirement planning
- executive compensation strategies
- business continuation strategies
- special needs planning
Certifications
- Osaic Wealth
What makes them different
- fiduciary-first approach where client goals come first
- specialized expertise in business owner financial planning
- coordinated team of advisors, CPAs, and attorneys
- local presence backed by a national network
- customized strategies tailored to unique situations
- Serves
- Raleigh, Charlotte, Richmond, South Hill, Midlothian, McDonough, Roanoke
Distilled from this business's own website.
Contact & Location
- Address
- 13777 Ballantyne Corporate Pl, Charlotte, NC 28277-3417
- Phone
- +17046430408
- Website
- http://www.capfs.com
- cralston@capfs.com
Services
- financial planning
- wealth management
- insurance and risk management
- charitable planning
- educational funding