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Our Qualifications, Products, & Services

Capital Financial Solutions, LLC advisors have been working with individuals and businesses in the area for many years.

Each of our financial representatives have extensive personal and professional experience.

Many hold various professional designations, and our qualified representatives are registered and/or licensed to sell a variety of investment and insurance products.

One of the benefits of working with us is our ability to provide access to nearly any investment product in the market. As an independent branch office of Summit Brokerage Services, Inc., we are not constrained by proprietary products or sales quotas. Rather, Summit, an independent brokerage firm, encourages us to recommend products that are appropriate for your investment goals. Our financial representatives provide a clear, easily understood explanation of financial products and services. The personalized program that we recommend is designed to serve as a roadmap to help you work toward an independent financial future.

We provide assistance in the following areas:

Investments

  • Mutual Funds
  • Bonds
  • Exchange Traded Funds
  • Closed End Funds
  • Stocks
  • Government Securities
  • Variable Annuities
  • Fixed Annuities
  • 1031 Exchanges

Financial Planning

  • Retirement Planning
  • Tax Planning
  • 401(k)s
  • 403(b)s
  • College Planning
  • Estate Planing
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Educational IRAs
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • Brokerage Accounts
  • 529s

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Health Insurance