Capital Financial Advisory Group

Capital Financial Advisory Group

Financial Services, 1500 Town Side Dr, Apex, North Carolina, 27502, United States, 1-10 Employees

capitalfinancialusa.com

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Who is CAPITAL FINANCIAL ADVISORY GROUP

Capital Financial Advisory Group provides a structured system of wealth management through investment, financial, retirement, estate and tax planning customized to the individual financia...

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  • 1500 Town Side Dr, Apex, North Carolina, 27502, United States Headquarters: 1500 Town Side Dr, Apex, North Carolina, 27502, United States
  • 1992 Date Founded: 1992
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from CAPITAL FINANCIAL ADVISORY GROUP

Capital Financial Advisory Group Org Chart and Mapping

Employees

Dylan McCoy

Associate Financial Advisor

Matthew Scuderi

Investment Advisor Representative

Rfa® Parker Holland

Financial Planning Director

Cameron Gardner

Customer Service Specialist

Parker Holland

Investment Advisor Representative

Gregg Berrian

Retirement and Income Strategist

Daniela Mercado

Director of Client Relations

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Frequently Asked Questions Regarding Capital Financial Advisory Group

Answer: Capital Financial Advisory Group's headquarters are located at 1500 Town Side Dr, Apex, North Carolina, 27502, United States

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

Answer: Capital Financial Advisory Group's revenue is $5 Million to $10 Million

Answer: Capital Financial Advisory Group's SIC: 6211

Answer: Capital Financial Advisory Group's NAICS: 523940

Answer: Capital Financial Advisory Group has 1-10 employees

Answer: Capital Financial Advisory Group is in Financial Services

Answer: Capital Financial Advisory Group contact info: Phone number: Website: https://capitalfinancialusa.com

Answer: 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

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