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If you're serious about your financial future, we're serious about helping you.

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.

As a Registered Investment Advisor, we can provide some of the most dynamic and advanced money management strategies available today, utilizing portfolio strategies and software to monitor your accounts and alert you if action needs to be taken.

We are a fee-based company that does not charge commissions, regardless of the number of trades in our actively managed portfolios. There’s just one annual fee for our financial advice and services.

Generational Vault

It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else. But thankfully, Generational Vault – your virtual safety deposit box – is an easier way to keep track of all those vital documents. Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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