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!!
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!!