Capital Investment Company Of Virginia / Sollinda Capital Management - J. Andy Ingram, AIF®, QPFC™, CPFA® Ri(k)™ - Roanoke, Virginia

Sollinda Capital Management / Capital Investment Company Of Virginia

Within the financial advisory landscape of Virginia, Sollinda Capital Management, operating as Capital Investment Company Of Virginia, stands out as a dedicated investment firm serving clients in the Roanoke region and potentially beyond. The practice is led by J. Andy Ingram, a financial professional recognized with credentials such as AIF®, QPFC™, and CPFA®, indicating a high standard of expertise and ethical conduct in the field of investments and financial planning. This advisory service focuses on providing comprehensive financial guidance tailored to individual client needs, helping them navigate the complexities of personal finance and investment strategies.

Core Services and Expertise

Sollinda Capital Management offers a range of financial services designed to support clients at various stages of life and with diverse financial goals. Their core services typically encompass:

• Investment Company Services: This involves managing portfolios aligned with clients' objectives, utilizing various asset classes, and implementing strategies to achieve growth and preserve capital. Their expertise likely includes stock market analysis, bond selection, and potentially alternative investments, all framed within a risk-aware framework.
• Financial Advisor and Financial Consultant: Advisors like J. Andy Ingram provide personalized advice on budgeting, saving, and investing. They act as guides, helping clients understand their financial situation, set realistic goals, and create actionable financial roadmaps.
• Financial Planner: This role involves creating detailed, long-term financial plans that address retirement, education funding, estate planning, insurance needs, and other life events. A financial planner offers a holistic view, ensuring all aspects of a client's financial life are considered together.
• Life Insurance Agency: Offering life insurance solutions is another key component, suggesting the firm helps clients secure their families' financial futures through appropriate coverage types, such as term or whole life insurance.

These services collectively aim to empower clients, building trust and providing clarity in often confusing financial matters. The mention of a Ri(k)™ risk assessment tool (likely a proprietary method) highlights an analytical approach to understanding and managing investment risk according to individual tolerance levels.

Business Location and Accessibility

Located at 111 Campbell Ave SW #1a, Roanoke, VA 24011, the physical presence of Sollinda Capital Management provides clients with access to face-to-face consultations. This location is central to the Roanoke community, making it accessible for local residents seeking financial advice. The company demonstrates a commitment to accommodating all clients by ensuring accessibility features are in place.

For clients who prefer or require in-person meetings, the availability of onsite services is noted. Furthermore, the firm offers the convenience of online appointments, allowing clients to schedule meetings electronically, which is particularly valuable for those with busy schedules or mobility challenges. The business is equipped with essential accessibility features, including a wheelchair accessible entrance, accessible parking, and an accessible restroom, ensuring that physical barriers do not impede access to financial services. This commitment extends to fostering an inclusive environment that is explicitly LGBTQ+ friendly, signaling a dedication to serving all clients with respect and without judgment.

Reputation and Client Feedback

Capital Investment Company Of Virginia maintains a strong reputation, reflected in its average rating of 5/5 based on 21 reviews available on Google My Business. This high level of customer satisfaction is a testament to the quality of service provided by the team, particularly highlighting the expertise and approachability of J. Andy Ingram. Reviews often emphasize the positive client experience, noting how advisors help demystify complex financial topics, provide patient explanations, and build trust. Many testimonials underscore the value gained when dealing with professionals who communicate clearly and act as knowledgeable guides, assisting clients in making informed decisions about their money.

The overwhelmingly positive feedback suggests that clients appreciate not only the technical knowledge of the financial advisors but also the personal touch and supportive manner in which advice is delivered. This combination of expertise and accessibility likely contributes significantly to the firm's success and client retention rates.

For individuals in Roanoke or nearby areas seeking financial advice, Sollinda Capital Management presents itself as a professional, client-focused investment advisory firm. Prospective clients should consider reaching out via phone at (765) 2750 or visiting their website at www.capital-invest-va.com to learn more about their specific services, investment philosophies, and to schedule a consultation. The emphasis on personalized planning and investment management makes this a potentially valuable resource for anyone looking to secure their financial future.

Contact and Further Information

Prospective clients can reach Sollinda Capital Management directly through multiple channels to inquire about their services or to arrange a meeting:

• Phone: The business can be contacted by telephone at (765) 2750, allowing for direct communication and questions.
• Website: Detailed information about the firm's approach, services offered, team members, and potentially client resources can be found on their official website: www.capital-invest-va.com.

When preparing for contact, it is advisable for potential clients to have clear questions ready regarding their financial goals, risk tolerance, and specific needs to make the most of their advisory session.

👍 Reviews of Capital Investment Company Of Virginia / Sollinda Capital Management - J. Andy Ingram, AIF®, QPFC™, CPFA® Ri(k)™

Cathy G.

5/5

Andy was introduced to us when my husband inherited his parent's financials. We had no knowledge of the stock market world. Andy made us feel so at ease through the whole process. He has an abundance of patience with us explaining different terminologies. He is a great asset and is very trustworthy.

Ben T.

5/5

I met Andy in 2012 for help with an inherited IRA. With his guidance we were able to successfully navigate the path best for us. He listened, advised and presented a plan that best met our goals and needs. Andy is always the professional. Through Andy, we have access to a variety of investment options.

Over the years as our situation changed, Andy has been able to maximize our investment opportunities and successfully meet our life goals. With his assistance we have been able to retire early and do the things we enjoy.

Loretta K.

5/5

Andy Ingram has been a great asset for us as we head into the uncharted waters of retirement! His knowledge and recommendations are very much appreciated and we highly recommend him!

Cat L.

5/5

Andy is very responsive, and always has smart and useful advice to offer about all our financial needs. Highly recommend working with Andy Ingram at Capital Investment Company Of Virginia / Sollinda Capital Management!

Joanna H.

5/5

Andy is wonderful!! He made the transition of inheritance simple, and he was kind hearted as well considering our loss .

Chris N.

5/5

Andy has been very helpful with our financial portfolio. He knows our goals and plans

Andy S.

5/5

Create Investment advice from Andy. He has doubled my money in a short period of time. Highly recommend!

Stephen B.

5/5

Andy went over my investments and discussed current and future investment possibiities...very pleased....Stephen Bailey