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Capital Financial Solutions

5.0

About this business

Location details

8816 Six Forks Rd, Raleigh, NC, 27615, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.055 reviews
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ANGIE WILLIAMS's profile image
ANGIE WILLIAMS 
a month ago

I cannot recommend Trevor enough. He has been wonderful for us for over a decade now. I have referred him to several people in which all are happy. In these tough times, it is so important to have someone to look out for your financial future! 

Justine Leshikar's profile image
Justine Leshikar 
a month ago

We have been working with Trevor for several years. He has guided us through many stages of our financial journey and has always given us honest, sound advice. He shares in our excitement when we meet goals that have been set and makes it very clear that we are a priority to him. We are very grateful to have Trevor on our “team” as we plan for our financial future! 

Daniel Barnes's profile image
Daniel Barnes 
a month ago

Trevor has been our trusted financial planner for a couple of years now. After kicking the 'financial planner' can down the road for several years, we immediately committed to working with Trevor after meeting with him only once. Allowing him to take over the burden of ensuring our current and future financial security was an immediate weight lifted off of our shoulders along with a continuing sense of our financial affairs being in order. He's very competent, thorough, trustworthy, responsive and easy to understand. These a... read more

Cristy Hamrick's profile image
Cristy Hamrick 
2 months ago

Trevor is outstanding! He has helped set us up for retirement, helped us navigate a world of information and set us up for success. We’ve been with him for over 4 years now and HIGHLY recommend him. He’s a delight to work with and is so knowledgeable. Just the BEST! 

Laura Perry's profile image
Laura Perry 
3 months ago

My husband and I have had a great experience working with Trevor. He’s trustworthy, easy to talk to, and took the time to understand our goals for our family’s future. He gave us clear, practical advice on to how to organize our finances without making things feel complicated or overwhelming. Highly recommend! 

Frequently asked questions about Capital Financial Solutions

How is Capital Financial Solutions rated?

Capital Financial Solutions has a 5 star rating with 55 reviews. 

When is Capital Financial Solutions open?

Capital Financial Solutions is closed now. It will open at 8:00 a.m. 

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