CAPTRUST Financial Advisors

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1901 N Akard St
Dallas, TX 75201
+1 (214) 969-7088
https://www.captrust.com

CAPTRUST Financial Advisors is a trusted financial advisory firm based in Dallas, TX, offering comprehensive wealth planning and investment advice tailored to the unique needs and goals of individuals, executives, business owners, and families with complex needs. With a commitment to serving clients' best interests, CAPTRUST has a reputation for excellence, boasting a high client retention rate and a team of extensively vetted experts.

As a majority employee-owned company with over 30 years of experience, CAPTRUST also specializes in providing investment management and discretionary services for retirement plan sponsors, corporations, educational institutions, healthcare organizations, nonprofits, government entities, endowments, and foundations. Their deep expertise, independence, and focus on clients' needs make them a reliable partner in navigating the complexities of the market and achieving financial wellness.

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