Reviews for Capital Advisors, Inc.

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Nov 2021

Nov 2021 -- Twenty plus years ago my husband and I used a family-recommended and big-name investment firm to manage our savings and IRAs. As business owners, we were extremely busy and didn't mind paying a reasonable fee for reasonable returns. Long story short, we were too busy to properly monitor the accounts and though our investments did make some money, taxes and constant stock transfers ate up a lot of the income. After selling our business and retiring, we worked to find a money management team that would do the work and keep us informed. We took the time to actually interview multiple agencies and discussed our findings with our accountant since he would be working...read full review

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From Capital Advisors, Inc.

Founded in 1978, with over $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: 4.3/5