Capital City Financial Partners

Banking and Finance, Financial Planning, Insurance, Insurance

Capital City Financial Partners

Contact Information

5111 Trenholm Road Suite 100
Columbia, South Carolina 29206

Primary Contact Number: (803) 782-0671
Fax Number: (803) 753-9404

Hours:

Monday

9:00 AM-5:00 PM

 

Tuesday

9:00 AM-5:00 PM

 

Wednesday

9:00 AM-5:00 PM

 

Thursday

9:00 AM-5:00 PM

 

Friday

9:00 AM-5:00 PM

 
 

Accepts the Chamber Gift Card

Business Representative

Ms. Audrey Kaufman
Director of Marketing

(803) 782-0671

Email


Capital City Financial Partners utilizes a highly-personalized approach to help you define your specific vision of financial independence and work together toward achieving that vision through a customized, comprehensive plan. We specialize in pre-retirement and retirement planning. Whether you want to create sustainable retirement income, help fund educations for the next generation, help keep your family protected, or myriad combinations of objectives, we collaborate with you to organize all of your financial property and align your entire portfolio toward greater confidence in the future you dream about.

As Independent RIAs (Registered Investment Advisors), we have a fiduciary duty in how we manage each client’s wealth. Key fiduciary duties include serving in the client’s best interest, acting in utmost good faith, controlling investment expenses, avoiding conflicts of interest, disclosing all material facts, and acting prudently – with the care, skill and judgement of a professional. The foundation of our client relationships istrust.

Our professional support team assists with client services, account maintenance, cash flow processing and coordinating ongoing consultations. Each member of our support team works together to exceed your expectations and provide a concierge level of service. We are committed to ensuring that your needs and goals will be understood and respected during every interaction.

We are passionate about helping you better understand the variety of options available so that you are able to make better financial decisions and, if necessary, modify your current portfolio before it is too late. Confidently take control of your financial future starting TODAY by signing up for one of our complimentary informational dinner events or scheduling your complimentary, no-obligation financial second opinion with one of our advisors!


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