Capital Financial Strategies
Website Address: www.capfinstrategies.com
Short company description:
We are full-service, independent, financial services firm. We provide our clients with custom tailored solutions that fit their needs.
What is the biggest marketing challenge that you will face in the upcoming year?
Market Uncertainty and pessimism.
What differentiates you from the competition?
We provide custom solutions based upon what our clients needs utilizing multiple products from potentially numerous companies.
What are your top selling services or products that your company offers?
Retirement Investments, Life Insurance, and Financial Plans
If you had one message to get across to future customers, what would it be?
If you are only investing into your company’s 401k (or employer plan), you are likely missing valuable information and could benefit from talking to a financial advisor.
