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Capital City Strategic Wealth

Office
Capital City Strategic Wealth 2419 Andover Drive Valdosta, GA 31602
Get Directions
Services
  • NOT a Full-Service Banking Location
Hours
Monday 9:00am - 5:00pm
Tuesday 9:00am - 5:00pm
Wednesday 9:00am - 5:00pm
Thursday 9:00am - 5:00pm
Friday 9:00am - 5:00pm
Saturday Closed
Sunday Closed

OUR STRATEGIC PLANNING SERVICES

FINANCIAL PLANNING

Financial Planning Services
  • Customized Financial Planning for Individuals, Families and Businesses
  • Account Aggregation through Easy-to-use Technology
  • Coordination of All Aspects of Financial Life

BUSINESS PLANNING

Business Planning Services
  • Succession and Continuation Planning
  • Inheritance Equalization
  • Buy/Sell Ownership Consulting
  • Executive and Key Employee Retention
  • Deferred Compensation Plans 

INSURANCE PLANNING

Insurance Planning Services
  • Life Insurance
  • Disability Insurance
  • Long-term Care Insurance
  • Annuity Solutions

ESTATE PLANNING

Estate Planning Services
  • Proactive Estate Planning Strategies
  • Legacy Planning and Charitable Giving
  • Tax Strategies
  • Trusts
  • Durable and Health Care Powers of Attorney
  • Asset Ownership

Individualized tax and legal advice is not provided. Please consult your legal advisor and tax consultant regarding your specific situation.

Make an Appointment with a Planner

Our strategic process includes insurance planning, risk management, and asset protection services. Meet our team of wealth consultants, planners and strategists, and insurance consultants.

Call Your Office Today

Other Locations Nearby

  • Madison -
    Madison -
    27.8 mi
    343 West Base St.
    Madison, FL 32340
    Get Directions
    24-hour ATM (accepts deposits), Instant Issue Debit Cards Available, Safe Deposit Available, Send Money with Zelle®, Virtual Teller Machine
    X
  • Capital City Strategic Wealth -
    Capital City Strategic Wealth -
    35.9 mi
    18 North Main Street
    Moultrie, GA 31768
    Get Directions
    NOT a Full-Service Banking Location
    X
  • Monticello -
    Monticello -
    40.0 mi
    800 South Jefferson St.
    Monticello, FL 32344
    Get Directions
    24-hour ATM, 24-hour ATM (accepts deposits), Instant Issue Debit Cards Available, Safe Deposit Available, Send Money with Zelle®, Virtual Teller Machine
    X

Frequently Asked Questions

Please visit our Capital City Bank Careers website for all current openings and apply online.
Capital City Bank Commercial Real Estate Lenders can assist with your short-term or long-term capital needs. Contact a Commercial Real Estate banker at 888.671.0400 or visit our office located at 2419 Andover Drive to start the process.
Let’s find the program that fits your financing needs. Start with our loan finder.
Your new Capital City Visa debit card will be packaged with activation instructions.
Call us 24 hours a day, seven days a week at 888.671.0400 to be connected to our fraud protection services department.
Visit one of the offices listed below during business hours to obtain an instant-issue debit card. These work just like the debit cards you receive in the mail but offer a handy alternative for clients needing to replace a lost or stolen card on the spot. Leave the office with an active, permanent debit card in hand rather than waiting on the mail. 
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ALABAMA
Chambers County

FLORIDA
Alachua County
Bay County
Bradford County
Citrus County
Clay County
Dixie County
Gadsden County
Gilchrist County
Gulf County
Hernando County
Levy County
Madison County
Putnam County
Suwannee County
Taylor County
Walton County
Wakulla County
Washington County

GEORGIA

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Capital City Bank and Capital City Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Capital City Investments, and may also be employees of Capital City Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Capital City Bank or Capital City Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Federal Government Agency · Not Bank Guaranteed · Not Bank Deposits or Obligations · May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL CA AZ CO DC DE FL GA LA MD MI MO NC NM NY PR SC TN TX VA VT WI WY.

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

BrokerCheck by FINRA

© Copyright 2024 Capital City Investments