Capital Advisory Group

Capital Advisory Group

  • 403 Gilead Rd Ste H
  • Huntersville, North Carolina
  • 28078-6814
  • Phone: (704) 947-6985
  • Fax: (704) 947-6987
  • Website

Description

Through our commitment to integrity, professionalism, and excellence in client service, we provide financial solutions that transform the financial lives of our clients. We develop life-long relationships with clients who have investable assets, are in alignment with morals and values, and seek our help in assuring they will not outlive their assets. We are committed to a client focus which allows us to deliver financial solutions aligned with their values and objectives.

Paul Taylor is the Founder and Owner of Capital Advisory Group & Tax Planners of Lake Norman and Capital Investment Advisors, Inc. Paul has over 20 years experience in the financial service industry. Paul is a financial professional whose commitment is to provide personalized service to each individual and family that he serves. Paul’s approach to personal finance has two parts. First, he provides comprehensive and detailed explanation on all of the financial strategies that would be applicable to an individual’s personal situation and/or meets their specific financial objectives.

Fact sheet

Company founded
1994

Products & services

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