Capitol Financial Advisors

Finance · 1-10 Employees

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Overview

Phone Number

(781) 239-3326

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Capitol Financial Advisors

Capitol Financial Advisors is an independent financial advisory firm that has been assisting clients in achieving their financial goals for over 35 years. They specialize in investment advisory services, retirement income strategies, and estate planning, emphasizing integrity and proactive wealth management. The firm aims to provide comprehensive financial planning and education in a friendly environment, working closely with clients to foster long-term relationships. Capitol Financial Advisors operates independently, rejecting traditional Wall Street models to prioritize the best interests of their clients.Explore more
Capitol Financial Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Capitol Financial Advisors Org Chart

PhoneEmail
GS

Wealth Management Assistant

PhoneEmail
JD

Registered Client Service Associate

PhoneEmail
JF

Administrative Assistant

PhoneEmail
LC

Certified Financial Planner

PhoneEmail

PhoneEmail
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JB

Financial Consultant

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Compare insights from companies similar to Capitol Financial Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capitol Financial Advisor...

<$5M
1-10
Private
-
1994
GS
Gina SullivanWealth Management Assistant
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Capitol Financial Advisors Tech Stack

A closer look at the technologies used by Capitol Financial Advisors

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Frequently Asked Questions Regarding Capitol Financial Advisors

What is Capitol Financial Advisors's official website?
Capitol Financial Advisors's official website is www.capitolfinancialadvisors.com
What is Capitol Financial Advisors's Revenue?
Capitol Financial Advisors's revenue is <$5 Million
What is Capitol Financial Advisors's SIC code?
Capitol Financial Advisors's SIC: 62,628
What is Capitol Financial Advisors's NAICS code?
Capitol Financial Advisors's NAICS: 52,523
How many employees does Capitol Financial Advisors have?
Capitol Financial Advisors has 1-10 employees
What industry does Capitol Financial Advisors belong to?
Capitol Financial Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Capitol Financial Advisors competition?
Capitol Financial Advisors top competitors include: Ratcliff Financial Services, Beacon Financial Partners, Sterling Total Wealth Solutions
What technology does Capitol Financial Advisors use?
Some of the popular technologies that Capitol Financial Advisors uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
How do I contact Capitol Financial Advisors?
Capitol Financial Advisors contact info: Phone number: (781) 239-3326 Website: www.capitolfinancialadvisors.com
What does Capitol Financial Advisors do?

Capitol Financial Advisors is an independent financial advisory firm that has been assisting clients in achieving their financial goals for over 35 years. They specialize in investment advisory services, retirement income strategies, and estate planning, emphasizing integrity and proactive wealth management. The firm aims to provide comprehensive f... inancial planning and education in a friendly environment, working closely with clients to foster long-term relationships. Capitol Financial Advisors operates independently, rejecting traditional Wall Street models to prioritize the best interests of their clients.Read More

What are Capitol Financial Advisors social media links?
Capitol Financial Advisors Linkedin page Capitol Financial Advisors Twitter page
Is Capitol Financial Advisors a public company?
Capitol Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Capitol Financial Advisors

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