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    Capital Financial Advisory Group

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    Description

    • Capital Financial Advisory Group provides a structured system of wealth management through investment, financial, retirement, estate and tax planning customized to the individual financial needs of our clients Headquartered in Apex, North Carolina with satellite offices in Greenville, NC and Raleigh, NC, we specialize in helping pre-retirees and retirees from their 50s to early 80s remain financially secure in any economy. We are a privately owned company who understands that each client has unique needs. We pride ourselves in the ability to present our clients with the very best financial services available.We believe in educating our clients, to help guide them through the many complexities of todays financial environment. Our management team of industry experts has gathered extensive knowledge from decades of experience helping clients maximize and preserve their wealth. We help bring peace of mind to our clients future financial decisions. Experience Fiduciary Customized Planning Independently Owned
    • location

      Headquarters:1500 Town Side Drive Suite 201, Apex, North Carolina, United States

      More
    • Capital Financial Advisory Group phone

      Phone Number: +1 919-657-4201

    • Capital Financial Advisory Group website

      Website: https://www.capitalfinancialusa.com

    • Capital Financial Advisory Group employees

      Employees:6

    • Capital Financial Advisory Group revenue

      Revenue:$1 - 10M

    • Capital Financial Advisory Group legal name

      Legal Name:Capital Financial Advisory Group

    • Capital Financial Advisory Group's Social Media

      Capital Financial Advisory Group linkedin Capital Financial Advisory Group facebook
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Director Of Client Relations for Capital Financial Advisory Group

    Daniela Mercado

    Director Of Client Relations

    Person level website visitor identification

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    View Employees

    Daniela Mercado

    Director Of Client Relations

    Joanna Whitfield

    Director Of Radio Relations

    Stephanie Rabin

    Account Manager

    Frequently Asked Questions regarding Capital Financial Advisory Group

    • Where are Capital Financial Advisory Group's Headquarters?

      Capital Financial Advisory Group's Headquarters are in 1500 Town Side Drive Suite 201,Apex,North Carolina,United States

    • What is Capital Financial Advisory Group's phone number?

      Capital Financial Advisory Group's phone number is +1 919-657-4201

    • What is Capital Financial Advisory Group's official website?

      Capital Financial Advisory Group's official website is https://www.capitalfinancialusa.com

    • What is Capital Financial Advisory Group's Revenue?

      Capital Financial Advisory Group's revenue is $1 - 10M

    • What is Capital Financial Advisory Group's NAICS code?

      Capital Financial Advisory Group's NAICS code is 523930

    • How many employees are working in Capital Financial Advisory Group

      Capital Financial Advisory Group has 6 employees

    • What is Capital Financial Advisory Group's Industry?

      Capital Financial Advisory Group is in the industry of Financial Services

    • Who is Capital Financial Advisory Group's Director Of Client Relations?

      Capital Financial Advisory Group's Director Of Client Relations is Daniela Mercado

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