OS
Owen Shambrook
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Work Experience
Apr 1997 - Present · 27 years and 9 months
Director
Apr 2013 - Present · 11 years and 9 months
Practice Principal
Apr 1997 - Apr 2013 · 16 years
Financial Advisor
1995 - 1997 · 2 years
Company Details
Capitol Financial Solutions is an independent financial services firm with a team of experienced professionals who are licensed and trained to help their clients achieve their financial goals. Headquartered in Raleigh, NC, the firm has offices in Virginia, North Carolina, South Carolina and Georgia. The firm's reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. Capitol Financial Solutions provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals. To learn more, visit www.capfs.com Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Year Founded
2001
Social Media
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Industry
Financial Services
HQ Location
8816 Six Forks Road Suite 301 Raleigh, NC 27615, US
Keywords
Charitable PlanningEstate Planning StrategiesBusiness Succession PlanningInsurance and Risk ManagementBusiness PlanningEmployee BenefitsRetirement PlanningWealth ManagementFinancial Planning
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