Capital City Financial Partners
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- Capital City Financial Partners utilizes a highly personalized wealth management approach which is designed to give clients the confidence to live the way they want to live now, and through each phase of life. There are always things that happen in life that we cannot control or plan for, we help you prepare for the unplanned as well as the planned. We create an investment and insurance plan with the goal of ensuring you dont run out of money before you run out of time. A Legacy Plan is also an important focus so that those that you care about are taken care of along with charities that are close to your heart.We offer unbiased, conflict-free advice, and a commitment to transparency, which serves our clients while building confident, lasting relationships based on trust. As investment adviser representatives, we have a fiduciary duty in how we manage each clients wealth. Key fiduciary duties include serving the clients best interest, acting in utmost good faith, acting prudently with the care, skill and judgement of a professional, avoiding conflicts of interest, disclosing all material facts and controlling investment expenses. The foundation of our client relationships is trust.Capital City Financial Partners is committed to building and maintaining your trust in us so that you have the confidence to live life to the fullest.Investment Advisory Services offered through Great Lakes and Atlantic Wealth Management & Advisory Partners, LLC, an SEC Registered Investment Advisor (GL&A).Certain Representatives of Capital City Financial Partners are also registered with and offer securities through, Comprehensive Asset Management and Servicing, Inc. (CAMAS), Member FINRA/SIPC, 2001 Route 46, Suite 506, Parsippany, NJ 07054, (800) 637-3211. Capital City Financial Partners is neither affiliated with or under common control of either CAMAS or GL&A.
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Headquarters:5111 Trenholm Rd , Columbia, South Carolina, United States
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Phone Number: +1 803-782-0671
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Employees:15
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Revenue:$1 - 10M
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Legal Name:Capital City Financial Partners
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Capital City Financial Partners's Social Media
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| NAICS Code: 523920 |
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Frequently Asked Questions regarding Capital City Financial Partners
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Where are Capital City Financial Partners's Headquarters?
Capital City Financial Partners's Headquarters are in 5111 Trenholm Rd ,Columbia,South Carolina,United States
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What is Capital City Financial Partners's phone number?
Capital City Financial Partners's phone number is +1 803-782-0671
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What is Capital City Financial Partners's official website?
Capital City Financial Partners's official website is https://www.capitalcityfinancialpartners.com
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What is Capital City Financial Partners's Revenue?
Capital City Financial Partners's revenue is $1 - 10M
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What is Capital City Financial Partners's NAICS code?
Capital City Financial Partners's NAICS code is 523920
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How many employees are working in Capital City Financial Partners
Capital City Financial Partners has 15 employees
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What is Capital City Financial Partners's Industry?
Capital City Financial Partners is in the industry of Financial Services
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Who is Capital City Financial Partners's Founder And Managing Partner?
Capital City Financial Partners's Founder And Managing Partner is Josh Bradley