Why Choose Capital City Investments?
Advisors with Capital City Investments at Capital City Wealth lead with personalized service through a process that allows us to thoroughly understand our clients’ needs, analyze their financials and goals, provide customized investment plans and continually monitor progress through direct client communication.
Our practice continues to grow primarily through referrals from clients, tax professionals, attorneys and our colleagues throughout Capital City. When making referrals, people choose Investment Solutions at Capital City Wealth because of our commitment to personalized financial planning, excellent service and overall progress toward our clients’ financial goals. Find out more when you speak to a financial advisor at your local Capital City Bank location or when you contact us today.
CONNECT WITH A FINANCIAL ADVISOR
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Capital City Bank and Capital City Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Capital City Investments, and may also be employees of Capital City Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Capital City Bank or Capital City Investments. “Capital City Wealth” is a brand name used to market certain wealth-related services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Federal Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value |
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL Financial Form CRS