Lewis and Associates Capital Advisors
Financial Advising
Why pick this one
Lewis and Associates Capital Advisors has been providing fiduciary investment management services since 2009 and offers a personalized planning process.
Best for
- Individuals seeking personalized investment strategies
- Clients interested in active portfolio management
- Small businesses needing retirement plan services
Look elsewhere if
- Prefer a passive investment strategy
- Looking for the lowest cost advisory services
Specialties
- Investment Planning
- Asset Management
- Small Business Retirement Plans
- 401(K) Planning
- Annuities
Certifications
- Fiduciary Duty
What makes them different
- Active investment management approach
- Fiduciary responsibility to act in clients' best interest
- Focus on market sector performance
- Detailed planning process tailored to client goals
Distilled from this business's own website.
Contact & Location
- Address
- 348 Raleigh St, Holly Springs, NC 27540-9047
- Phone
- +19842254044
- Website
- http://www.LACapitalAdvisors.com/
- slewis@lacapitaladvisors.com
Services
- Financial Advising
- Investment Management