Capitol Financial Solutions

Name: Capitol Financial Solutions
Address: 8816 Six Forks Road, Raleigh, NC, 27615, US
Telephone: (919) 546-0400
Price range: $$$
Rating: 5

Your trusted fiduciary partner for personalized financial planning and investment strategies.

5(5 reviews)

financial-advising

$$$

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About

Capitol Financial Solutions is a premier financial advisory firm in Raleigh, NC, dedicated to providing comprehensive, client-focused financial planning and investment management. With over 20 years of collective experience, their team of fiduciary advisors offers personalized strategies for retirement planning, portfolio growth, and wealth management. They prioritize transparency, education, and building long-term relationships to help clients achieve financial security and peace of mind. Serving individuals, families, and business owners, they tailor solutions to unique needs and risk levels.

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Location

8816 Six Forks Rd Suite 301, Raleigh, NC 27615, USA

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Information

8816 Six Forks Road

Raleigh, NC, 27615

(919) 546-0400 www.capfs.com/

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Services

Retirement Planning

Customized strategies to secure and grow your retirement income, ensuring financial stability for your future.

Investment Management

Tailored investment portfolios designed to match your risk tolerance and long-term financial objectives.

Wealth Management

Comprehensive financial planning including tax optimization, estate planning, and portfolio growth strategies.

Business Financial Consulting

Expert advice for business owners on investments, retirement plans, and financial products to support growth.

Fiduciary Advisory Services

Ethical, client-focused guidance where advisors legally prioritize your best interests in all financial decisions.

5.00 · 5 reviews

Overall rating

Sandra Robinson

via Google

· 1 year ago

Steven Consiglio I met Steven through smartasset .com Having never used a financial planner I didnt know what to expect or if I could really afford one. But we hit it off from the start. I had been retired about 10 years and my husband just passed. I had been feeling very concerned and insecure about my retirement plans and how a low income widowed lady would afford to continue on. After laying out my paperwork to Steve, he came up with a way to secure my monthly income and still have a growing portfolio. I am forever grateful for his listening to every detail I wanted for my future. Hes a great guy! Now I dont worry anymore. I told him I almost didnt choose him because he looked to be about 21 in his photo, but he has over 20 years of experience AND is a fiduciary. Thank you, Steve!

Mark Wilhelm

via Google

· 1 year ago

Nick and Phil spent weeks educating me on their products and answering my questions. They weren't pushy but followed up regularly as I run a robotics business and am running hard. I wanted to do some business with them as they have some unique products. I asked for references and called 3-4. All were good reviews. I couldnt find anything negative at all at the BBB or other outlets, so I moved some money to them and invested. Excited to see what they can do.

Renee Adams

via Google

· 4 years ago

Trevor Lawson is our contact through Capitol Financial Solutions. He has helped us with investing, retirement, planning for our future, tax questions, and so much more. He has offered great advice, and we completely trust him. He promptly returns calls and he will find answers to any question that will benefit our situation. We have welcomed him into our home and have enjoyed his down-to-earth visits while discussing business. He is a very kind, honest gentleman to work with. Other friends and family members we have referred Trevor to are very pleased, as well. Thank you, Trevor!

D Cooper

via Google

· 4 years ago

We have been working with Trevor Lawson for several years now and my wife and I feel very comfortable with him. He always puts our needs first and we never feel pressured to make any decisions we are not comfortable making. He is always prepared when we meet with him, and he provides thorough answers to all of our questions. We are extremely happy with the service we are getting from Trevor and recommend him to our friends and family members.

Merrilyn Boyer

via Google

· 6 years ago

My husband and I have been with Nick Pino at Capitol Financial Solutions for approximately 14 years. Over these years, Nick has become a very trusted financial advisor who has consistently helped us to increase our portfolio's value with quality investments that are tailored to our needs and risk level. We jokingly call him our "fourth son", not only for his caring and warm personality but also because we know he has our best interests at heart. We have also dealt occasionally with other members of the group and have been similarly impressed. We highly recommend Nick and the team at Capitol Financial Solutions!