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Capital Financial Services LLC

Legal Name: CAPITAL FINANCIAL SERVICES LLC

Full Contact Details

Capital Financial Services LLC

133 SARATOGA RD, PROFESSIONAL BLDG, GLENVILLE, NY

518-399-3903

518-399-4303

Other Info

Capital Financial Services LLC is a legally recognized NY Limited Liability Company that provides financial advisory services to a total of 9 clients. With a team of 4 employees, half of whom serve in advisory roles, the firm's SEC status is approved, with a registration date of July 20, 2000.

Fee-Only Financial Planning, Asset Management & Tax Preparation Firm in Scotia, NY

Fee-Only Financial Planning, Asset Management & Tax Preparation Firm in Scotia, NY

As a strictly fee-only firm, we don't earn commissions from financial product sales. We provide clear and competent financial counsel, focusing on middle-class clients.

Fiduciary Insights

Fiduciary Insights

From The New York Capital Districts Leading Fee-Only Financial Planning, Tax Preparation and Asset Management Firm: Bill Jerome takes on the economy, the financial planning industry, and the stock...

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