Capital Financial Advisory Group

Financial ServicesUnited States11-50 Employees

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 50’s to early 80’s 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 today’s 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 client’s future financial decisions. 

Experience – Fiduciary – Customized Planning – Independently Owned

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