CI
Capital Investment Advisors
Capital Investment Advisors: asesoramiento de carteras confiable y centrado en el cliente en Atlanta.
4.2
Business
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Capital Investment Advisors: asesoramiento de carteras confiable y centrado en el cliente en Atlanta.
Capital Investment Advisors ofrece consultoría financiera y gestión de carteras en Atlanta. Las reseñas de clientes destacan un servicio rápido, fiable y profesional y una atmósfera acogedora de tipo familia CIA, con relaciones a largo plazo. Muchos descubrieron CIA a través de Money Matters y elogian al equipo por una orientación sólida; una reseña advierte sobre la selección de un asesor.
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Gestión personalizada de carteras de inversión para optimizar el crecimiento y alinearse con sus objetivos financieros.
Estrategias integrales de jubilación para garantizar la seguridad financiera y un ingreso sostenible durante sus años dorados.
Servicios holísticos de gestión de patrimonio que abarcan inversión, impuestos y planificación patrimonial para la prosperidad a largo plazo.
Asesoría y planificación financieras expertas adaptadas a las necesidades individuales y familiares, que incluyen la evaluación de riesgos y la definición de metas.
Soporte rápido y profesional de nuestro equipo dedicado para responder con prontitud a sus preguntas y preocupaciones financieras.
Calificación general
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
¡Gran lugar y gente! Mi familia y yo hemos estado con Capital Investment Advisors durante muchos, muchos años. Han estado con nosotros tanto en mercados alcistas como bajistas y son una gran razón por la que yo SWAN, lo que significa “sleep well at night”! Son grandes, profesionales inversores de ingresos con la más alta integridad. ¡No puedo recomendar Capitol lo suficiente!
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