Capitol Financial Solutions
Bank Credit Union
Why pick this one
Capitol Financial Solutions specializes in business owner financial planning and has been serving clients for over 50 years.
Best for
- business owners needing customized financial strategies
- entrepreneurs looking for comprehensive wealth management
- professionals requiring estate planning assistance
Look elsewhere if
- looking for general personal banking services
- non-business clients seeking standardized financial products
Specialties
- Employee Benefit Packages
- Retirement Planning
- Executive Compensation Strategies
- Business Continuation Strategies
- Charitable Planning
Certifications
- Osaic Wealth, Inc.
What makes them different
- Fiduciary-first approach
- 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 individual situations
- Years in business
- 50+
- Serves
- Raleigh, Charlotte, Richmond, South Hill, Midlothian, McDonough, Roanoke
Distilled from this business's own website.
Contact & Location
- Address
- 8816 Six Forks Rd Ste 301, Raleigh, NC 27615
- Phone
- 9195460400
- Website
- http://www.capfs.com/
- cralston@capfs.com
Services
- Financial Planning
- Wealth Management
- Insurance and Risk Management
- Educational Funding
- Estate Planning Strategies