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Capital City Wealth Management
- Financial Services
- Bismarck, ND
About this business
Capital City Wealth Management is located in Bismarck, North Dakota. We work with clients very near retirement and council them on how to best make the transition. Many clients question if they have saved enough - WE ANSWER THAT QUESTION! - We will help you navigate the confusing decisions around social security claiming strategies as well as coordinating and facilitating retirement account draw-downs.
Location details
5729, 600 S 2nd St #155, Bismarck, ND, 58504, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We have been clients for about 6 months (podcast listener longer), and have been very pleased with Ben and Bret (and Rita and Dianne). They take the time to listen to get to know us and our goals and desires. They clearly answer questions. They present and help implement the plan and offer encouragement and guidance. They are complete financial planner professionals (looking at estate plan, taxes, plans for long term care, etc.). Very happy we moved to Capital City Wealth Management.
Frequently asked questions about Capital City Wealth Management
How is Capital City Wealth Management rated?
Capital City Wealth Management has a 5 star rating with 2 reviews.
When is Capital City Wealth Management open?
Capital City Wealth Management is open now. It will close at 6:00 p.m.
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