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Welcome Welcome to TriCapital Financial Group. TriCapital is one of Charlotte's most respected financial planning and investment management firms. The firm was established in 1999 by Randy White with a simple vision: to assist our clients in accomplishing their financial goals by providing the highest quality advice available. Above all, we always put the client's needs first and deeply value the relationships that have formed as a result of that philosophy. Our customized wealth management process is so unique that it received a trademark from the United States Patent and Trademark Office. As a result, we are uniquely qualified to provide customized wealth management solutions to your personal situation and would like to tell you more about OUR PHILOSOPHY. Our success is measured by the degree to which our clients achieve their financial goals.
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 About Us
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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield. Estimate the future value of your current savings. A balance sheet summarizes your assets and liabilities and reveals your net worth. Use this calculator to estimate the cost of your child’s education, based on the variables you input. March 10, 2010 @ 08:18 AM
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Advisory services are offered through TriCapital Financial Group, Inc. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's Broker/Dealer, Registered Investment Adviser, or Registered Representative or Investment Adviser Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative requirements, or pursuant to an applicable state exemption or exclusion. The information on this website is intended for use only by residents of the states listed below. Securities related services may not be provided to individuals residing in any state not listed. Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC, an ING Company. [ Online Privacy Policy | Important Disclosures | Privacy Promise | Order Routing Disclosure | www.financialnetwork.com ] |
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