Capital Financial Advisory Group, LLC is an independent and fiduciary firm based in Greenville, NC, specializing in personalized financial planning services for individuals approaching or in retirement. With a focus on client education and long-term relationships, they offer comprehensive solutions to help clients navigate complex financial landscapes and achieve their retirement goals.
Through personalized portfolios, tax planning, and estate strategies, Capital Financial Insurance, LLC aims to help clients accumulate wealth, protect assets, and plan for a secure retirement. Their team of fiduciary financial advisors provides clarity and peace of mind by crafting tailored plans to address key financial aspects such as income planning, risk assessment, legacy planning, and more.
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