BBB Business Review
BBB Accredited Business since 09/24/2009
Capital Financial Advisory Group, LLC
Phone: (919) 657-4201Fax: (919) 882-98841135 Kildaire Farm Rd Ste 200, Cary, NC 27511-4587 Send email to Capital Financial Advisory Group, LLCwww.capitalfinancialusa.com
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BBB Accreditation
A BBB Accredited Business since 09/24/2009
BBB has determined that Capital Financial Advisory Group, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised Capital Financial Advisory Group, LLC's rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
| Complaint Type | Total Closed Complaints |
|---|---|
| Advertising / Sales Issues | 0 |
| Billing / Collection Issues | 0 |
| Problems with Product / Service | 0 |
| Delivery Issues | 0 |
| Guarantee / Warranty Issues | 0 |
| Total Closed Complaints | 0 |
Additional Information
topLicensing
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Type of Entity
Limited Liability Company
Contact Information
Primary Contact: Mr. Peter J. D'Arruda (Managing Member)Number of Employees
1
Business Category
Financial Consultants, Finance Consultants, Financial Services, Financial Advisors, Retirement Planners, Estate Planning Management Companies, Life Insurance Companies
Products & Services
Capital Financial Advisory Group, LLC offers tax advisory, insurance sales, estate advisory, and notaries.
Alternate Business Names
Capital Tax Advisory Group, LLCIndustry Tips
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LocationsX
1 Locations
-
1135 Kildaire Farm Rd Ste 200
Cary, NC 27511-4587(919) 657-4201Directions
Industry Comparison ChartX
The information in the table below represents an industry comparison of businesses which are of the same relative size. This is based on BBB's database of businesses located in Eastern North Carolina. Businesses may engage in more than one type of business. The percent of time the business engages in a type of business is not accounted for. There is no known industry standard for the number of complaints a business can expect. The volume of business and number of transactions may have a bearing on the number of complaints received by BBB.
*Capital Financial Advisory Group, LLC is in this range.
Types of Complaints Handled by BBB
BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:
- Advertising or Sales
- Billing or Collection
- Problems with Products or Services
- Delivery
- Guarantee or Warranty
We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.
BBB Complaint Process
Your complaint will be forwarded to the company within two business days. The company will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the company's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.
Industry Tips for Financial Consultants
BBBTips on Putting Together a BudgetBBBTips on Saving and Investing
BBB Warns College-Bound Students and Parents to Beware of Financial Aid Schemes
Financial Aid for College
High Cost Payday Lenders Advertise Everywhere
Investors Warned Not to Risk Homes to Buy Securities
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Phony Grant Foundations Target Business Owners
Responsibilities of Being an Executor
Scam Artists Even Target the Bereaved
Selecting a Financial Planner
Steps to Starting Your Own Business
You Need to Hold an Estate Sale... Where to Begin?
Your Rights as a Financial Planning Client
What is BBB Advertising Review?
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to prove their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
What government actions does BBB report on?
BBB reports on known significant government actions involving business' marketplace conduct.