Christmas 2018: Salvation Army - Angel Tree Program

12.12.18//Raleigh, NC: Crabtree Valley Mall - Salvation Army - Angel Tree Donations...
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Capitol Hill Visit

Last week Robert Turner, President & CEO of Capitol Financial Solutions traveled to Washington DC to participate in the Financial Service Institute’s Capitol Hill Day...
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Red Nose Day 2018

On March 24, 2018 our Raleigh, Charlotte and Richmond offices celebrated Red Nose Day. We came together to change the lives of kids who need our help the most. To learn more about this special cause, visit 
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Capitol Financial Solutions' Advisors Interviewed

C. Shane Gurganus and Brett DiPasquale, Financial Advisors in our Charlotte, NC office, were recently interviewed by Financial Planning Magazine. "There usually is a cap on return, so clients may not get the full value of a positive index move, especially in years of strong bull markets. “Cap rates will vary, by contract and by...
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Sorrell Achieves Prestigious Top of the Table MDRT Qualification

Sorrell Achieves Prestigious Top of the Table MDRT Qualification Raleigh, NC (February 28, 2018) —Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®, CLTC of local Capitol Financial Solutions in Raleigh, North Carolina has qualified for Top of the Table, a coveted milestone achievement for their membership in the Million Dollar Round Table (MDRT). Scott’s membership equips him with tools...
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Local Financial Team Leaders Receive National Industry Recognition

Raleigh, NC (February 2, 2018) – Kristopher Olexy, CFP®, AIF®, CLU® and William D. Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC, Team Leaders with Capitol Financial Solutions, an independent office of Signator Investors, Inc.,  have qualified for the ACE Top Team Leaders Award, the highest honor that Signator Investors, Inc. bestows on team leaders.  The name ACE, which stands for Achieving Client Excellence...
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Podcasts- Listen Today!

Have you listened to any of our podcasts? Tune in to hear William Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC and Trevor Lawson, CFP®, AIF®, RICP® discuss market volatility and tax reform. 
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Achieving Client Excellence 2017

Congratulations to J.Cory Hoffer, Scott D. Sorrell, Advanced Planning Advisor, Kristopher Olexy, Bob Snidow, Stephen Stilwell, Kyle Murphy and Jacob Charlwood on Achieving Client Excellence(ACE)!Achieving Client Excellence (ACE) celebrates the achievements of those who make a difference in their clients’ lives and is a sign of the level of professionalism, respect, integrity and the real value we deliver to clients everyday.Congratulations!
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Submitted by William D. Smith, service: (sur-vis)Noun: An act of helpful activity; help; aid.“to do someone a service.” As we approach the Holiday Season and New Year, many of us reflect on how fortunate we are this time of year.  At Capitol Financial Solutions...
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Scott Sorrell Named Finalist in Signator Investors’ “PRACTICE OF THE YEAR”

Scott Sorrell of Capitol Financial Solutions of RaleighNamed Finalist in Signator Investors’ “Practice of the Year” Practice Recognized for Excellence in Management and Client ServiceAs Reviewed by Independent International Management Consulting Firm BOSTON, MA, (December 11, 2017) —Scott Sorrell, CLU, ChFC, CFP, AIF, RICP, CASL, CLTC, of Capitol Financial Solutions of Raleigh, was named as a finalist in Signator Investors, Inc...
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