Services Offered
Portfolio Management
Personalized investment portfolio management to optimize growth and align with your financial objectives.
Retirement Planning
Comprehensive retirement strategies to ensure financial security and sustainable income during your golden years.
Wealth Management
Holistic wealth management services covering investment, tax, and estate planning for long-term prosperity.
Financial Advisory
Expert financial advice and planning tailored to individual and family needs, including risk assessment and goal setting.
Client Support Services
Responsive and professional support from our dedicated team to address your financial questions and concerns promptly.
Reviews
4.2(5 reviews)
Rating Distribution
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Charles Schroeder
via Google
about 2 months ago
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.
A
Alfred Rothvia Google
5 months ago
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.
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Scott Flemingvia Google
about 2 years ago
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.
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Zach Savarvia Google
over 6 years ago
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.
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Robert Steelevia Google
almost 7 years ago
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!
