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Business Profile

Estate Planning and Management

Capital Financial Management NC, Inc.

About

About This Business

Capital Financial Management NC, Inc. is an independent investment advisory firm located in Fuquay-Varina serving the state of North Carolina. Our team works for pre- and current retirees just like you who want straight talk and are tired of high fees and low returns.

Products and Services

Services Include: Tax Management, Investment Management, Retirement Management, and Full Estate Planning

Business Details

BBB File Opened:
8/1/1995
Business Started:
7/1/1982
Business Incorporated:
6/18/2014
Type of Entity:
Corporation
Alternate Names:
The Capital Group
Business Management:
Ms. Amanda Mangum, Financial Advisor

Additional Contact Information

Principal Contacts
Mr. Donald "Don" R. Delaria, President
Customer Contacts
Mr. Donald "Don" R. Delaria, President
Ms. Amanda Mangum, Financial Advisor
Fax numbers
Primary Fax: (919) 460-1417
Additional Phone Numbers
Other Phone: (800) 789-0730
Other Phone: (919) 285-2684
Other Phone: (919) 986-1789
Additional Email Addresses
Primary: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 2450916 for this business, issued by North Carolina Department of Insurance. The expiration date of this license is 7/31/2025.

North Carolina Department of Insurance

PO Box 26387

Raleigh NC 27611

BBB records show a license number of 16288903 for this business, issued by North Carolina Department of Insurance. The expiration date of this license is 10/31/2024.

North Carolina Department of Insurance

PO Box 26387

Raleigh NC 27611

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