Nathan Weir
Financial Advising
Why pick this one
Nathan Weir at Capitol Financial Solutions supports retirement planning and has over 50 years of experience in financial services.
Best for
- retirement planning
- financial strategies for business owners
- investment management
Look elsewhere if
- seeking budget-focused financial advice
- looking for a single advisor without a team approach
Specialties
- retirement income planning
- college planning
- estate planning
- financial plan stress tests
- business succession planning
Certifications
- CFP®
- AIF®
- RICP®
- LUTCF
What makes them different
- Affiliated with Osaic Wealth, a leading wealth management firm
- Team approach with multiple financial planners
- Client-focused service with undivided attention
- Comprehensive financial strategies tailored to individual needs
- Over $5 billion in assets under administration
- Years in business
- 50+ years serving clients
- Serves
- Charlotte, NC
Distilled from this business's own website.
Contact & Location
- Address
- 13777 Ballantyne Corporate Pl, Charlotte, NC 28277-3417
- Phone
- +17046430136
- Website
- http://www.capfscharlotte.com/
- sgurganus@capfs.com
Services
- financial advising
- insurances
- investment management
- business solutions