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
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
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...
Direct Owners
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WILLIAM CHARLES JEROME
MEMBER owns 75% or more
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WILLIAM CHARLES JEROME
CHIEF COMPLIANCE OFFICER owns 75% or more