Address : 8816 Six Forks Rd, Raleigh, North Carolina 27615-2969, United States
Phone Number : +1-919-546-0400
Industries : Financial Services, Investment Management
Website : capfs.com
Company Description
Capitol Financial Solutions is an independent financial services firm with a team of experienced professionals who are licensed and trained to help their clients achieve their financial goals. Headquartered in Raleigh, NC, the firm has offices in Virginia, North Carolina, South Carolina and Georgia.The firm's reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. Capitol Financial Solutions provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals. To learn more, visit www.capfs.comSecurities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Specialities
- Charitable Planning
- Business Succession Planning
- Business Planning
- Retirement Planning
- Financial Planning
- Health & Wellness
- Medium To Large Enterprises With Large Numbers Of Skilled Workers
- Investment Management
- Health, Wellness & Fitness
- Estate Planning Strategies
- Insurance & Risk Management
- Employee Benefits
- Wealth Management
- Small & Medium Businesses
- Military Veterans
- Financial Services
- B2b
- Financial Advising
Financial
Retail Location : 1
Employees Total : 200
Revenue (Yearly) : 12.1M
Trade Exchange : Nyse
Miscellaneous
Founded in : 2001
Youtube : user/CapFiTV
Facebook : pages/Capitol-Financial-Solutions/210805562267872
Linkedin : capitol-financial-solutions
Angellist : angel.co/capitol-financial-solutions
Hosting : Amazon AWS
Hosting : CloudFlare Hosting
Online Video Platforms : Wistia
Tech : Mobile Friendly
Fonts : Google Font API
Tag Management : Google Tag Manager
Last Updated : 2023-11-19
Employees
- Daniel Haines ( Financial Advisor, Certified Financial Planner, Accredited Estate Planner )
- Norris Dyke ( Investment Advisor Representative )
- Sean Godwin ( Investment Advisor Representative )
- Spencer Teddy ( Financial Services Associate )
- Robert Turner ( CEO )
- Joshua Hutchinson ( Financial Advisor )
- Catherine Danford ( Financial Advisor )
- William Smith ( ********* ******* ****** ******* / **** ****** )
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