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Capitol Financial Solutions
Su socio fiduciario de confianza para una planificación financiera personalizada y estrategias de inversión.
5(5 reseñas)
Business
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Su socio fiduciario de confianza para una planificación financiera personalizada y estrategias de inversión.
Capitol Financial Solutions es una firma de asesoría financiera de primer nivel en Raleigh, Carolina del Norte, dedicada a brindar una planificación financiera integral, centrada en el cliente y gestión de inversiones. Con más de 20 años de experiencia colectiva, su equipo de asesores fiduciarios ofrece estrategias personalizadas para la planificación de la jubilación, el crecimiento de la cartera y la gestión de la riqueza. Priorizan la transparencia, la educación y la construcción de relaciones a largo plazo para ayudar a los clientes a lograr seguridad financiera y tranquilidad. Atendiendo a individuos, familias y propietarios de negocios, adaptan soluciones a necesidades y niveles de riesgo únicos.
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Estrategias personalizadas para asegurar y hacer crecer sus ingresos de jubilación, garantizando la estabilidad financiera para su futuro.
Carteras de inversión a medida diseñadas para ajustarse a su tolerancia al riesgo y a sus objetivos financieros a largo plazo.
Planificación financiera integral que incluye optimización fiscal, planificación patrimonial y estrategias de crecimiento de cartera.
Asesoramiento experto para propietarios de negocios sobre inversiones, planes de jubilación y productos financieros para apoyar el crecimiento.
Orientación ética y centrada en el cliente, donde los asesores legalmente priorizan sus mejores intereses en todas las decisiones financieras.
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!
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.
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!
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.
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!
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