Leesburg
Capitol Private Wealth Group
22.78
22.78
Overview
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Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Wheelchair accessible seating
Restroom
Onsite services
Free parking garage
Appointments recommended
On-site parking
Online appointments
Photos & videos
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Innovativeness
Quality
Overall
Pricing
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This business location is a full-service financial and investment hub, offering a wide range of services from financial planning to investment advice. The team, led by Giancarlo DAlimonte, is well-respected and trusted by clients. With a wheelchair-accessible facility and on-site parking, it's easy to get around and do business. The fact that appointments are recommended adds a personal touch. The business is open weekdays from 9 am to 5 pm, making it convenient for most people. They seem to have a strong focus on planning for the future, including generational planning, family finances, and retirement planning. Clients appreciate the team's straightforward approach and expertise. One area for improvement could be more transparency about their pricing structure, as some clients might find it difficult to understand the costs involved. The business has a solid online presence, and clients can schedule online appointments. However, it's worth noting that the online services are not available 24/7, which might be a drawback for some clients. Overall, this business seems to be well-established and reputable, with a strong commitment to serving its clients' needs.
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Hours
Closed
Thursday
Friday
Saturday
Sunday
Monday
Tuesday
Wednesday
Categories
Education & Learning
Private Schools
Financial Service
Accountants
Financial Advisors
Financial institution
Financial planner
Financial consultant
Investment service
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