Capitol Financial Solutions

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

8816 Six Forks Rd Ste 301, Raleigh, Nort...

Phone Number

(919) 719-3818

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Capitol Financial Solutions

Capitol Financial Solutions provides financial planning and wealth management services aimed at helping clients achieve financial confidence and secure their retirement. Their team of industry experts offers tailored strategies for retirees, pre-retirees, small business owners, working professionals, and women, addressing unique financial needs. Services include retirement income protection, portfolio management, and investment strategies designed to optimize wealth. The company focuses on replacing financial anxiety with relaxed confidence through personalized consultations.Explore more
Capitol Financial Solutions's Social MediaPopular SearchesCapitol Financial SolutionsTeam RetireWell at Capitol Financial Solutionsteamretirewell.comPhil Romano, CFP, AIF, Financial AdvisorSIC Code 62,628NAICS Code 52,523Show more

Capitol Financial Solutions Org Chart

PhoneEmail
NP
United States flag for contact location.

Cfp, Aif Certified Financial Planner & Practi...

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capitol Financial Solutio...

<$5M
1-10
Private
-
-
NP
Nicholas PinoCfp, Aif Certified Financial Planner & Practitioner
<$5M
11-50
Private
-
1989
TS
Terry SwansonGeneral Manager
<$5M
11-50
Private
-
2006
LG
Laura GonderManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2018
EP
Elizabeth PowellDirector, Operations
<$5M
1-10
Private
-
2014
SH
Steven HaugPresident & CEO
<$5M
1-10
Private
-
2003
NG
Neil GendreauPresident & Owner
Illustration of an envelope

Capitol Financial Solutions Tech Stack

A closer look at the technologies used by Capitol Financial Solutions

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Frequently Asked Questions Regarding Capitol Financial Solutions

What is Capitol Financial Solutions's official website?
Capitol Financial Solutions's official website is www.teamretirewell.com
What is Capitol Financial Solutions's Revenue?
Capitol Financial Solutions's revenue is <$5 Million
What is Capitol Financial Solutions's SIC code?
Capitol Financial Solutions's SIC: 62,628
What is Capitol Financial Solutions's NAICS code?
Capitol Financial Solutions's NAICS: 52,523
How many employees does Capitol Financial Solutions have?
Capitol Financial Solutions has 1-10 employees
What industry does Capitol Financial Solutions belong to?
Capitol Financial Solutions is in the industry of: Finance, Securities Trading
What is Capitol Financial Solutions competition?
Capitol Financial Solutions top competitors include: Alliance Wealth Management, Synthesis Wealth Planning, MRK Financial Solutions, Neil H Gendreau, Cfp, Chfc
What technology does Capitol Financial Solutions use?
Some of the popular technologies that Capitol Financial Solutions uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact Capitol Financial Solutions?
Capitol Financial Solutions contact info: Phone number: (919) 719-3818 Website: www.teamretirewell.com
What does Capitol Financial Solutions do?

Capitol Financial Solutions provides financial planning and wealth management services aimed at helping clients achieve financial confidence and secure their retirement. Their team of industry experts offers tailored strategies for retirees, pre-retirees, small business owners, working professionals, and women, addressing unique financial needs. Se... rvices include retirement income protection, portfolio management, and investment strategies designed to optimize wealth. The company focuses on replacing financial anxiety with relaxed confidence through personalized consultations.Read More

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

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