CI
Capital Investment Advisors
Capital Investment Advisors: Trusted, client-focused portfolio guidance in Atlanta.
4.2
Business
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Capital Investment Advisors: Trusted, client-focused portfolio guidance in Atlanta.
Capital Investment Advisors provides financial consulting and portfolio management in Atlanta. Client reviews emphasize prompt, reliable, and professional service and a welcoming, CIA-family atmosphere, with long-term relationships. Many discovered CIA via Money Matters and praise the team—for sound guidance; one review cautions about advisor selection.
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Personalized investment portfolio management to optimize growth and align with your financial objectives.
Comprehensive retirement strategies to ensure financial security and sustainable income during your golden years.
Holistic wealth management services covering investment, tax, and estate planning for long-term prosperity.
Expert financial advice and planning tailored to individual and family needs, including risk assessment and goal setting.
Responsive and professional support from our dedicated team to address your financial questions and concerns promptly.
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Overall rating
Charles Schroeder
We`ve been with CIA for over two years and our advisor and staff have exceeded our very high expectations. Portfolio management has been exceptional and prompt, reliable , responsive professional service is the norm. We could not be more pleased ...they excel in every way and they make you feel that you are part of the CIA family.
Alfred Roth
My wife and I (both 77 years old) have been with CIA for about a year now and couldn't be more pleased with the results we have received from them. We were told that we could withdraw our $6,000 per month from our funds and still see a little bit of growth with our funds. Well our funds have grown around $100,000 total which far exceeded our expectations. I highly recommend Banner Clark and his team from CIA.
Scott Fleming
I started with Capital Investment Advisors in January 2023. My advisor was Bill Cibulas. He immediately sold Nvidia, Meta, Google, Amazon. Basically the majority of my holding and then bought bonds, and a variety other stocks. The account went nowhere while the market gained tremendously. Had I not met this advisor and done nothing I would be substantial better off. Lesson for others is not to rely on just any advisor. Research your choice and hold them accountable. This company severely underperformed the market and doing nothing would have been significantly more beneficial for me in my case than paying for advise which proved to have no value.
Zach Savar
My family and I found Capital Investment Advisors through the radio show Money Matters on Sunday mornings. We still listen all the time and the team they have at CIA has been nothing short of amazing. We have worked with Mitch, Curt, Tom and Bryan for many years and they have always provided sound advice for me and my family. Their support staff is top notch, an absolute joy to work with and I have been so pleased with CIA that I highly recommended them to all my family and friends.
Robert Steele
Great place and people! I and my family have been with Capital Investment Advisors for many, many years. They have been with us both through up and down markets and are a big reason why I SWAN, which means “sleep well at night”! They are great,professional income investors of the highest integrity. I can’t recommend Capitol enough!
