Be Wise. Plan Ahead.
Capital Investment Advisers is a financial services and investment management firm that specializes in serving retirees and pre-retirees. Our company is built on a solid foundation of exceptional client service, industry experience, and in-depth market knowledge.
To best accommodate each individual client circumstance and preference, we have expanded our remote capabilities as we have offices in Long Beach, CA, Southern Utah, and virtually throughout the Western Hemisphere. With clients located all over the United States, we have invested in upgraded technology and communication platforms. All staff have work from home arrangements, if needed, with office phone forwarding. Day to day, there is always a staff member in the office to collect incoming mail and visit with clients. Other technology, such as electronic signatures and ACH direct deposits, make it possible for you to engage with us from the comfort and safety of your own home (depending on your personal preference). We also have video conferencing capabilities through WebEx, Zoom, and AnyMeeting to conduct face-to-face meetings with clients and prospects.
We understand that investors face challenging markets and an overwhelming number of choices. This is why we work with clients to develop comprehensive financial plans that assist with pursuing their financial goals while helping to preserve their wealth.
We invite you to learn more about our firm, financial planning philosophy, and team!
CAPITAL INVESTMENT ADVISERS PROUDLY SPONSORS:
5 time Iditarod Champion Dallas Seavey & The Mayfair High School Softball Team of Lakewood, CA
