Over the years, I worked with several AXA-Advisors who sold me unnecessary, overpriced financial…read moreproducts which did not perform as was presented to me. Over the last year and a half, I had a 0% return on a 200K investment. And these people think they're doing you a big favor by charging the excessive fees for their lousy performance. I also had two other products which did about as well. Do yourself an big favor and send your money to Vanguard or some other low cost index fund.

Nick and Phil spent weeks educating me on their products and answering my questions. They weren't…read morepushy but followed up regularly as I run a robotics business and am running hard. I wanted to do some business with them as they have some unique products. I asked for references and called 3-4. All were good reviews. I couldnt find anything negative at all at the BBB or other outlets, so I moved some money to them and invested. Excited to see what they can do.

Absolutely zero regard fir privacy laws and regulatory compliance. Kent Thompson added my personal…read moreinformation to their database without my permission after connecting with me on LinkedIn (using information that he obtained through combining dissociated public records and then combined in one easily hacked database) and has repeatedly refused to remove my personal information after repeated requests to do so. Emails sent directly to Capitol Financial Solutions and their Compliance representative (who no longer appears on their site) have remained unanswered. If this is how they treat an individual's personal information when they're trying to win business, I certainly wouldn't trust them with financial information--especially advice. Kent can seem to fathom regulations around PII and ethics. Don't trust him with anything else.

To be retired and financially comfortable is a gift. Compass Financial Group has given me that gift…read moresince I signed on with their office in 2018. Richard Hill, the president, has a fiduciary designation which means his first obligation is to me, his client. Richard and staff are always reachable. They are patient and thorough in explaining the reasoning and methodology they use to achieve my financial goals. I highly recommend Richard Hill and Compass Financial Group to help people live life comfortably without worrying about finances. Eleanor DeMeglio

Richard Hill and staff have done a fantastic job of educating and guiding my wife and I on the…read moresteps we need to take now to ensure a secure and lasting retirement. It is much more than investing. It is a complete plan with thought into everything needed in our later years that we would have never thought of on our own. Schedule an appointment today. You will be in good hands.

Jeff is a highly respected professional in the business brokerage, mergers, and acquisitions space…read more His experience of many years in the profession makes his advice to business buyers and sellers invaluable. I've known Jeff for well over a decade and can recommend him without any reservations. He will do a superb job for you.

An obvious leader in his industry. Goes above and beyond to simplify the complicated aspects of…read moreselling a business. Insures all parties receive full value! Consistently responsive to questions and concerns that arise during the process

Carlina is very professional and polite. She's very compassionate of what she does to help her…read moreclients. Ms. Lawson

Great advice and great people. Each of them truly has a teacher's heart and spoke to us in earnest…read moreabout our goals and what it would take to get there. Multiple times throughout the years when we had life changes, Chris and Brant were ready to navigate the hurdles alongside us and help make the right decision, which was not always the easiest choice.

From the owner: Steward Wealth Strategies is a faith-based wealth management firm dedicated to helping our clients…read moreget the most life and purpose out of their wealth. Established in 2008, Steward Wealth Strategies is the longest-serving Dave Ramsey affiliate in the Triangle and has guided thousands of families to stop worrying and start living. With over 60 years of collective advising experience, our team is dedicated to working with you to design a Purpose Driven Plan that will preserve your financial future while keeping true to the Christian ideal of generosity.

DO NOT GIVE THESE PEOPLE YOUR BANK INFORMATION!!!!!! I was double billed my first month in this…read moreprogram and they refused to fix their error. Their representative told me that it was my bank's responsibility to fix CESI's errors and refused to refund my money or transfer me to a supervisor. Extremely shady and predatory conduct AVOID.

I used CESI, but it has been some years back, maybe beginning in 2003. I was practically hopeless…read morewith debt and they were very encouraging on the phone and I felt great relief immediately. I never had a problem after that. They withdrew funds from my account every month, paid my bills and reduced my interest, and charged me $25 a month for this service. The end result was that I was debt free. Unfortunately again I am signing up with them to help clear my debts.