CapTrust Financial Advisors / CTFA.com

In a confusing world saturated with information and conflicting advice, we are here to help guide you to a better and more secure financial future. With 26 years of experience increasing the confidence in the lives of our clients to face an uncertain world, we would welcome the opportunity to serve you. Contact us to further explore wealth planning and investment strategies to advance the life you want to live and to attain the confidence you deserve. CapTrust Financial Advisors (CapTrust) is a Registered Investment Advisor (“RIA”) located in the State of Michigan. CapTrust provides investment advisory services and related services for clients nationally. CapTrust will maintain all applicable registrations and licenses as required by the various states in which CapTrust conducts business. CapTrust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Website

http://www.ctfa.com

External link for CapTrust Financial Advisors / CTFA.com

Industry

Financial Services

Company size

11-50 employees

Headquarters

Holland, Michigan

Type

Partnership

Founded

1997

Specialties

Financial Planning, Tax, Insurance and Estate Planning Review, Philanthropy and Giving Services, Investment Management, Closely Held Business Succession and Exit Planning, and Preparing Heirs – Readying the next generation