Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
13777 Ballantyne Corporate Place
A team of professionals means every resource, every option and every strategy is considered.
Preparing For the Ultimate Vacation
It May Be Time for a Financial Checkup
Ready for Retirement?
Retiring the 4% Rule
As an avid believer in giving back to the community, we would like to invite you to participate in our Holiday Food Drive throughout the 2019 holiday season. We are partnered with L O A V E S & F I S H E S with hopes of helping them provide a week’s worth of nutritious groceries at no cost to people within our community facing economic hardships.
L O A V E S & F I S H E S has a network of 37 food pantries located throughout Mecklenburg County and the people who receive L O A V E S & F I S H E S donations have been referred by human services agencies, clergy, medical providers and school counselors who see firsthand those who struggle in our community. 48% of those served are children. A crises situation such as a medical emergency, job loss, reduced hours or even a major car repair can cause a client to have to make a decision between paying rent or buying food.
We urge you to join us in making an effort to change the lives of the less fortunate for the better this year. We will be collecting non-perishable food items beginning November 1st and will continue throughout this year’s Holiday Season through December 31st. L O A V E S & F I S H E S main needs are corn muffin mix, boxed mac and cheese, canned pastas, canned tuna and chicken, canned fruits in low or no sugar, and canned vegetables in low or no salt. For safety reasons, please do not send any glass.
Please feel free to stop by our office to deposit your donation into the bins located in the reception area. You are welcome to contact us with any questions and/or concerns. Thank you in advance for helping Capitol Financial Solutions give back to the community and for spreading the word to family and friends that we are a public drop-off center.
Investment Advisor Representative
Firm Supervision Specialist
We stay focused on market trends, so you don't have to.
Retirement Income and the Traditional Portfolio
What to Look for in Personal Finance Apps
A Home Insurance Claim: To File Or Not To File