Captrust Financial Advisors
Financial Advising
Why pick this one
CAPTRUST has over 30 years of experience in comprehensive wealth planning and maintains a 98% client retention rate since 2007.
Best for
- individuals seeking tailored wealth planning
- organizations needing fiduciary investment advice
- nonprofits managing endowments
Look elsewhere if
- looking for budget-sensitive services
- requiring purely transactional financial advice
Specialties
- comprehensive wealth planning
- fiduciary investment advice
- investment management for retirement plans
- services for non-profit organizations
Certifications
- fiduciary advisor
What makes them different
- 98% client retention since 2007
- early adopter of fiduciary advice
- nationwide presence with local advisors
- serves private investors, retirement plan sponsors, and nonprofits
- Years in business
- over 30 years
Distilled from this business's own website.
Contact & Location
- Address
- 4201 Congress St Ste 160, Charlotte, NC 28209
- Phone
- (704) 927-0360
- Website
- http://www.captrust401k.com
Services
- financial advising
- wealth management
- retirement planning
- investment consulting