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Capital Financial Solutions
- Insurance
- Raleigh, NC
About this business
Location details
8816 Six Forks Rd, Raleigh, NC, 27615, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
First I am not Rudy but somehow I have my Uncle's Google Account. CK Waters Now let's get down to business. My husband and I have had three financial Advisors in our lifetime. I can only name one and that isn't saying much. Never heard from them but I did get to speak to their assistants if I needed to make a deposit. So with that being said, I have to tell you that we feel so blessed to have Trevor. We hear from him on a regular basis, he actually visits us on our schedule. He sends information that he feels is of interest ... read more
Trevor has been extremely helpful in our retirement planning process. From helping us to understand different approaches to fine tuning a plan that will work us, he and his team have provided excellent advice.
I have had the pleasure of working with my Trevor Lawson for the past five years, and I cannot recommend his services highly enough. Throughout our time working together, he has consistently proven to be an exceptional partner in managing my financial goals. What sets him apart is his accessibility and dedication to client communication. Whenever I reach out with questions or concerns, he is remarkably quick to respond. During our conversations, he takes the time to truly listen to my priorities rather than offering one-size... read more
Trevor has provided financial planning guidance to my wife, Debbie, and I for several years. He has helped us navigate through all phases of our retirement planning including saving to ensure funding goals were achieved, timing the initiation of Social Security payments, planning for distributions through retirement, and evaluating tax strategies. He has not only helped us build a retirement plan based on our goals, but he is also alongside and helping us execute the plan. Trevor meets with us frequently to monitor how thing... read more
Trevor is always attentive and listens to what I have to say and helps guide me to reachable goals!!
Frequently asked questions about Capital Financial Solutions
How is Capital Financial Solutions rated?
Capital Financial Solutions has a 5 star rating with 62 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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