We are a full-service financial firm serving North Florida and South Georgia and we serve our clients with a commitment to provide a positive client experience. As an independent firm, you benefit from working with an independently owned and operated firm with strong community ties and local relationships, while having access to the resources typical of much larger firms. This is because we are aligned with Cetera Advisor Network, Inc., a strong financial services firm with a long successful history in the financial services industry. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
View Top Employees from Capital Financial StrategiesWebsite | https://www.capfinstrategies.com/ |
Revenue | $2 million |
Employees | 15 (9 on RocketReach) |
Address | 10199 Southside Blvd, Jacksonville, Florida, US |
Phone | (904) 626-7995 |
Fax | (904) 626-7996 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Capital Financial Strategies annual revenue was $2 million in 2024.
Ken Forrester is the Founder, CEO, Managing Partner of Capital Financial Strategies.
9 people are employed at Capital Financial Strategies.
Capital Financial Strategies is based in Jacksonville, Florida.
The NAICS codes for Capital Financial Strategies are [5239, 52393, 52, 523].
The SIC codes for Capital Financial Strategies are [628, 62].