Fidelity Capital Management
Financial Service
Why pick this one
Fidelity Capital Management has provided financial guidance and planning solutions for over 45 years, focusing on both families and family businesses.
Best for
- long-term financial guidance
- holistic financial planning
- estate and retirement planning for families and businesses
Look elsewhere if
- looking for quick, transactional financial services
- one-time financial advice without ongoing planning
Specialties
- financial guidance
- estate planning
- business succession planning
- retirement income solutions
Certifications
- Certified Private Wealth Advisor®
- Accredited Investment Fiduciary®
What makes them different
- serving North Carolina families and businesses for over 45 years
- holistic planning tailored to clients' needs
- family-owned with multi-generational relationships
- comprehensive financial planning including estate and retirement planning
- Years in business
- 45
- Serves
- Raleigh, Smithfield, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 3101 Glenwood Ave, Raleigh, NC 27612-5047
- Phone
- +19198769610
- Website
- http://www.fidelitycapitalmanagement.com
- info@fidelitycapitalmanagement.com
Services
- financial services
- investment management
- insurance solutions
- educational savings planning