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Capitol Wealth is a team of wealth representatives who work with clients and formulate a range of financial plans. The team also offers online discount brokerage and cash management solutions. It partners with PrimeVest Financial Services, which offers a variety of investment management and insurance options. It provides unit investment and real estate investment trusts and custodial accounts. The team offers financial planning, mutual fund, stock and bond brokerage options. It also manages money market funds and sweep accounts. The team s insurance products include long-term care and disability coverages and fixed, variable, deferred and immediate annuities.
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More Business Info

BBB Rating
A+
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BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Extra Phones

Fax: 801-999-1030

Other Links

https://capitalwealth.com

https://capitalwealth.com/schedule-a-meeting

Other Emails

Categories
Investment Advisory Service, Financial Planning Consultants, Retirement Planning Services
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