Capital Financial Planning, headquartered in Albany, New York, is a distinguished financial services firm founded in 2003. Committed to providing personalized client experiences, they offer customized investment advice, financial plans, wealth management, and investment advisory services through their Registered Investment Adviser firm.
With a focus on long-term relationships and independent thinking, Capital Financial Planning prioritizes their clients' financial goals, including retirement, education, risk management, and legacy planning. As dedicated community volunteers and leaders, they strive to make a positive impact in the communities where they live and work.
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