Capital Financial Management NC, INC

"It won’t be capital financial in apex after being told by Amanda on Monday,she was on a conference call, and would call me back afterwards and now after 2 days NO CALL. This tells me what they think of new clients I say BEWARE this may not be the right investment firm for YOU"

"Don has been the financial advisor to both of my parents for as long as I can remember. While my father continues to work with CFM my mother passed away a few years back. I remember Don and Amanda personally coming to the service to pay their respects and how taken back I was at their kind words and thoughtfulness. I personally do not have any sort of portfolio that would constitute a meeting with a financial advisor but if you're considering talking to someone, Don and Amanda would be a good choice. They are both licensed fiduciaries and have spent countless hours with us going over the ins and outs of our needs in the short and long term versus our income and risk tolerance. I also know that we can reach Don (or Don through Amanda) basically 24/7 if we have any pressing concerns. The ability to change a position with a five minute phone call versus calling a 800 office or sending an email is extremely beneficial. Overall we couldn't be happier with Don and CFM. They know their stuff and they are genuinely nice people who take a personal interest in you and your situation. They also throw very cool annual client appreciation events! We always get an invite but can't make it 100% of the time. I've been meaning to write this review for a while now on behalf of me and my parents. Not sure if you guys will see this but if you do, thank you."

"Don & Amanda are exceptionally experienced professionals in the industry. They provide their customers with super friendly service. You'll often see them around the Greater Triangle presenting workshops and seminars on various financial and wealth management topics."

"Don Delaria and Amanda Magnum worked with me in strengthening my financial portfolio. Despite some setbacks with getting funds out of other investments, they stayed with it to ensure that all relevant matters were taken care of and that funds were properly transferred. I highly recommend this firm."