Blog

Robert and Dawn Turner are proud contributors to Virginia Tech's Beyond Boundaries Scholars Program. This program allows donors to double the impact of certain types of scholarship gifts by triggering a match from the university. Since...

Andrew Rose has served on StepUp’s board for the past two years, but his StepUp journey began in 2009 when he was invited to take a tour of the Life Skills program. StepUp serves approximately 160 adults in its Life Skills...

Raleigh, N.C. – August 5, 2019 – Capitol Financial Solutions, a Super-OSJ affiliated with Royal Alliance Associates with nearly $1.2 billion in total client assets, today announced the successful recruitment of Fidelity...

Congratulations to Linda Housand for being invited to participate in Women Forward. Women Forward, Advisor Group’s women’s initiative, strives to be innovative and provide thought leadership for the support and advancement...

Capitol Financial Solutions hosted our Annual Food Truck event at the Rex Open last week. A fun time had by all! Great weather, fabulous food, and networking with our top clients!

12.12.18// Raleigh, NC: Crabtree Valley Mall – Salvation Army – Angel Tree Donations The Salvation Army has registered over 7,200 children from Wake County to be a part of the Christmas Cheer Program where they will receive...

Last week Robert Turner, President & CEO of Capitol Financial Solutions traveled to Washington DC to participate in the Financial Services Institute’s (FSI) Capitol Hill Day. Leaders from across the independent financial services...

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 https://donate.rednoseday.org/

C. Shane Gurganus (pictured left) and Brett DiPasquale (pictured right), 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...

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...

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...

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. https://www...

Congratulations to J.Cory Hoffer, Scott D. Sorrell, Kristopher Olexy, Bob Snidow, Stephen Stilwell, Kyle Murphy and Jacob Charlwood on Achieving Client Excellence(ACE)! Achieving Client Excellence (ACE) celebrates the achievements of...

#capitolcares

William Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

Tuesday, December 12, 2017

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...

Press Release Scott Sorrell of Capitol Financial Solutions of Raleigh Named Finalist in Signator Investors’ “Practice of the Year” Practice Recognized for Excellence in Management and Client Service As Reviewed by...

Want to learn more about how we continue to bring value to our clients and advisors? Robert Turner, our President/CEO emphasizes the importance of strong relationships in the latest issue of Advisors Magazine. To read the article,...