Capital Investment Companies - Raleigh, North Carolina

Katherine W.

Capital Investment Companies delivers exemplary financial and investment services. Proactive, responsive and always informed, they're always offering guidance and reporting to ensure my future. Ben and Cindy take care of me as if I am the only client in the world, and that service excellence is prevalent throughout the organization - it's core to how they operate each day. They're conscientious and strive to ensure the investment strategy they implement for me is aligned with my needs and plans over the years. I could not imagine better care or a more comforting, informed, transparent experience, and would not hesitate in recommending anyone, regardless of their investment scenario, trust them to guide their future financial security. I've been a client for more than 10 years and have never, ever had a moment of uncertainty, a question unanswered or a contact unreturned. They truly thrive on taking care of people.

ed E.

We have been with Capital since 2004. They have managed our retirement accounts, and other investments as well as several 529 accounts we have set up for our grand children. Our relationship with them has always been been fruitful, friendly and honest. We live a comfortable life style caused in large measure by the way in which Capital has handled our business. It is with no hesitation that I would recommend to others the sound advice and wise counsel of this fine company.

Sloan

My friend recommended Ben Brooks for financial planning many years ago. The dynamic duo of Ben Brooks and Cindy Kasner, have been more like family to me than just advisers. They have helped me steer a course toward financial security and walked me through each step of the process, whether planning for retirement or buying a new home. They are consummate professionals who are 2 of the most caring and compassionate individuals I have ever worked with. I would recommend Ben and Cindy to anyone needing investment advice.

Dee M.

We love working with Capital Investments! We have worked with them for over 20 years, and the service is beyond compare! We have seen our investments grow exponentially under their guidance and knowledge. We are thrilled to trust our children's education and our retirement to their capable hands. The staff is very attentive, and we receive quick responses to our inquiries.

Clyde P.

I have been a client for several years, have always been given solid advice.

Easy to contact and always responds in a timely manner. They answer questions honestly, even when my questions/intentions are contrary to their advice.

My wife retired in February and we rolled her entire 401k of 35 years in Pharmaceutical Sales over to Capital, they have earned our trust.

Chris D. L. R.

Have always had the best of service from Capital Investments over the years. They handle multiple accounts for us and have always done a stellar job. Not only do they do great work, they treat you like family. Highly recommend to anyone!

Henry L.

I have known the principals of Capital Investment Companies since their founding. In ALL my interactions with them through the years they have provided exceptional and professional service as well as sound financial advice.

Barb W.

I’ve relied on this organization for sound financial guidance at all phases of my adult life.Their counsel has taken me from young professional through marriage to homeownership and now to life as a retiree decades later.

My experience is one of total satisfaction and appreciation for knowledgeable, informed information on wealth management at the individual level.