Reviews for Capital Advisors, Inc.

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  • Jan 2023

    My husband and I have been with two, large financial firms over the last few years since our retirement. We felt like we were just a number and received no individual attention on our accounts unless we advocated for ourselves. We recently joined Capitol Advisors and what a breath of fresh air! This is a holistic financial firm that covers all of your needs under one roof. In one call with their fabulous financial planner, we saved $2400 with one tip to file a document with Social Security regarding a recent life event. This is a family oriented business that treats you like family and makes you feel secure in your financial future. We wouldn't go anywhere else!!

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From Capital Advisors, Inc.

Founded in 1978, with over $6B 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

Ratings

Google Google: 3/5

Capital Advisors, Inc.

3001 Dallas Pkwy #550, Frisco

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