The team of financial professionals at Capital Advisory Services, LLC understands that the number of women and young people who are “taking control” of their finances continues to increase. The reasons are varied and many are new to investing, but Capital Advisory Services is committed to helping them and all of our clients learn about investing and therefore, increase the possibility of succeeding at financial independence. Our holistic approach allows our clients to address all their concerns in the areas of investing, retirement planning, and estate planning with confidence.
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC.
Investment advisory services offered through Capital Advisory Services, LLC. Capital Advisory Services, LLC is independent of BFCFS.
8240 Beckett Park Dr., Suite B, West Chester, OH 45069, (151) 394-2700, https://capadvisor.net
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