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Capitol Financial Solutions
Votre partenaire fiduciaire de confiance pour une planification financière personnalisée et des stratégies d'investissement.
5(5 avis)
Business
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Votre partenaire fiduciaire de confiance pour une planification financière personnalisée et des stratégies d'investissement.
Capitol Financial Solutions est un cabinet de conseil financier de premier plan à Raleigh, en Caroline du Nord, dédié à offrir une planification financière complète axée sur le client et une gestion des investissements. Fort de plus de 20 ans d'expérience collective, leur équipe de conseillers fiduciaires propose des stratégies personnalisées pour la planification de la retraite, la croissance du portefeuille et la gestion de patrimoine. Ils privilégient la transparence, l'éducation et l'établissement de relations à long terme afin d'aider leurs clients à atteindre la sécurité financière et la tranquillité d'esprit. Au service des particuliers, des familles et des propriétaires d'entreprises, ils adaptent des solutions à des besoins uniques et à des niveaux de risque.
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Stratégies personnalisées pour sécuriser et développer vos revenus de retraite, assurant une stabilité financière pour votre avenir.
Des portefeuilles d'investissement personnalisés conçus pour correspondre à votre tolérance au risque et à vos objectifs financiers à long terme.
Planification financière complète, incluant l'optimisation fiscale, la planification successorale et les stratégies de croissance du portefeuille.
Conseils d'experts destinés aux propriétaires d'entreprise sur les investissements, les plans de retraite et les produits financiers pour soutenir la croissance.
Conseils éthiques axés sur le client, où les conseillers privilégient légalement vos intérêts dans toutes les décisions financières.
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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