Financial Planners in Raleigh

“Personable, caring, attentive, and professional explain David A. and the LPL Team. As a client for a number of years, David has always had a genuine interest in my financial future and never appears to take my resources for granted. My trust in David and the LPL team lead me to open a 529 Plan and Custodial account a few years ago for my now 7 year old nephew.
David and the LPL Team also stays abreast of all industry standards, trends and technology. They use such things as financial projection tools to help achieve your financial goals. David and LPL often provide education and insight on market trends. To bring diversity to the education process and industry insight, David and the LPL Team have conducted seminars that brought in market leaders to provide financial insight and tips. Thank you David and the LPL team for being available and going above and beyond. LPL is an A+ organization. Miriam and Jalen“

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“We've been working with Mark for a few years now and he has made all the right moves to help us realize our financial goals for the future, near and down the road. If you need a financial planner who will work with you in a sincere and professional manner, Mark is your guy. Highly recommended!“

“I have been a client with CAPITOL FINANCIAL SOLUTIONS for several years. MATT HALL has been my financial advisor the entire time and has provided excellent service. Prior to my portfolio management being moved to CAPITOL FINANCIAL SOLUTIONS, I was engaged with other large, well known financial advisory companies that advertised well but after some time, the performance did not match the advertised anticipated performance. Since establishing a relationship with MATT HALL at CAPITOL FINANCIAL SOLUTIONS, I have been very pleased with my decision to move my portfolio management to them.
Matt has consistently provided a sound financial plan. A plan that he explained fully in terms that are understandable. He also monitors the performance and advises if and when any adjustments are in order. Matt establishes periodic reviews (quarterly) and keeps me well informed of my portfolio performance compared to the plan he establishes with me at each review. Matt maintains and manages the investments with a near term and long term goal and vision. I could not be more pleased with the service Matt provides. The fee structure is less than what I was paying Fisher Investments and the service has been far superior.
I highly recommend Matt and Capitol Financial to any one for excellent professional fund management.
I rate this professional at five stars! However the system only shows two ?“

“Michael and Rick definitely stand out from other financial advisors. They take the time to understand your situation and come up with a custom plan to fit your needs. Highly recommend these guys.“

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