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Terry Mathias, Clu Email & Phone Number
Owner at Capital Financial Solutions, LLC
at
Capital Financial Solutions, LLC
1 phone found
area 304
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Owner at Capital Financial Solutions, LLC
Location
Charleston, West Virginia, United States
Company size
Who is Terry Mathias, Clu? Overview
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Quick answer
Terry Mathias, Clu is listed as Owner at Capital Financial Solutions, LLC at Capital Financial Solutions, LLC, a with 12 employees, based in Charleston, West Virginia, United States. AeroLeads shows phone signal with area code 304 and a matched LinkedIn profile for Terry Mathias, Clu.
Terry Mathias, Clu previously worked as Owner at Capital Financial Solutions, Llc. Terry Mathias, Clu holds Bachelor Of Engineering (B.E.), Electrical Engineering from Stevens Institute Of Technology.
Company email context
Email format at Capital Financial Solutions, LLC
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Capital Financial Solutions, LLC
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Profile bio
About Terry Mathias, Clu
I am an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of West Virginia, Virginia, Ohio, North Carolina, and Kentucky. No insurance business may be conducted outside this state referenced.I am a Registered Representative of and offer securities products and services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. In this regard, this communication is strictly intended for individuals residing in the states of West Virginia, Virginia, Ohio, North Carolina, Florida, and Pennsylvania. No offers may be made or accepted from any resident outside the specific states referenced. My office is located at 231 Capitol St, Suite 321, Charleston, WV 25301, 304-741-0045.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.Contact me to help you fully analyze your needs and recommend appropriate solutions.Neither Capital Financial Solutions LLC nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.Capital Financial Solutions LLC is not owned or operated by New York Life Insurance Company or its affiliates.
Listed skills include Key Person Protection, Estate Planning, Insurance, Wealth Preservation Planning, and 12 others.
Current workplace
Terry Mathias, Clu's current company
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Capital Financial Solutions, Llc
1 role
Terry Mathias, Clu work experience
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OwnerCapital Financial Solutions LLC provides quality financial strategies, insurance & financial products and services to businesses and individuals.
2 education records
Terry Mathias, Clu education
Education record
FAQ
Frequently asked questions about Terry Mathias, Clu
Quick answers generated from the profile data available on this page.
What company does Terry Mathias, Clu work for?
Terry Mathias, Clu works for Capital Financial Solutions, LLC.
What is Terry Mathias, Clu's role at Capital Financial Solutions, LLC?
Terry Mathias, Clu is listed as Owner at Capital Financial Solutions, LLC at Capital Financial Solutions, LLC.
What is Terry Mathias, Clu's phone number?
AeroLeads has found 1 phone signal(s) with area code 304 for Terry Mathias, Clu at Capital Financial Solutions, LLC.
Where is Terry Mathias, Clu based?
Terry Mathias, Clu is based in Charleston, West Virginia, United States while working with Capital Financial Solutions, LLC.
What companies has Terry Mathias, Clu worked for?
Terry Mathias, Clu has worked for Capital Financial Solutions, Llc.
How can I contact Terry Mathias, Clu?
You can use AeroLeads to view verified contact signals for Terry Mathias, Clu at Capital Financial Solutions, LLC, including work email, phone, and LinkedIn data when available.
What schools did Terry Mathias, Clu attend?
Terry Mathias, Clu holds Bachelor Of Engineering (B.E.), Electrical Engineering from Stevens Institute Of Technology.
What skills is Terry Mathias, Clu known for?
Terry Mathias, Clu is listed with skills including Key Person Protection, Estate Planning, Insurance, Wealth Preservation Planning, Annuity Sales, 401 Rollovers, Licensed Life Insurance Agent, and Licensed In Long Term Care Insurance.
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