Reviews for Capital Advisors, Inc.

Jan 2023

My husband and I have been with two, large financial firms over the last few years since our retirement. We felt like we were just a number and received no individual attention on our accounts unless we advocated for ourselves. We recently joined Capitol Advisors and what a breath of fresh air! This is a holistic financial firm that covers all of your needs under one roof. In one call with their fabulous financial planner, we saved $2400 with one tip to file a document with Social Security regarding a recent life event. This is a family oriented business that treats you like family and makes you feel secure in your financial future. We wouldn't go anywhere else!!

From Capital Advisors, Inc.

Founded in 1978, with over $4.5B in assets under management, Capital Advisors is an SEC Registered Investment Advisor that provides wealth management services to individuals and institutions. We act as a Fiduciary for clients. This means Capital Advisors has a fundamental obligation to act within the best interest of the client at all times. We do not sell products for commissions.

Hours

Monday: 8AM - 4:30PM
Tuesday: 8AM - 4:30PM
Wednesday: 8AM - 4:30PM
Thursday: 8AM - 4:30PM
Friday: 8AM - 3:30PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 3/5