Capital Analysts Inc is a financial advisory firm based in Southfield, MI, offering a range of services including financial planning, investment advisory, retirement planning, estate planning, and insurance plans. With a team of experienced financial advisors, they provide customized strategies tailored to meet the unique needs of their clients, helping them make informed financial decisions to achieve their goals. Committed to giving back to the community, Capital Analysts Inc actively supports business and community organizations.
At Capital Analysts of Jacksonville, clients come first, and their financial advisors prioritize building strong client relationships based on trust, respect, and a deep understanding of their clients' vision and values. With an objective and unbiased approach, they coordinate the complexities of life and provide guidance to help clients achieve their financial goals. Their services include individual and family financial planning, fee-based wealth management, retirement planning, estate planning, insurance plans, and charitable gift planning, among others. For businesses, they offer benefits review, fee-based retirement plans, group benefits, risk management, executive benefits, and business strategies.
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