Menu
Capital Financial Advisors Of New York, Llc
Clifton Park, New York
5.0
1 Review
Capital Financial Advisors Of New York, LLC, a small investment advisory firm based in Clifton Park, NY, is dedicated to providing comprehensive financial planning and investment management services. With over 50 individual clients and an impressive $165,000,000 in assets under management, the firm has established itself as a trusted partner for high net worth individuals seeking personalized wealth management strategies.
While specializing in managing discretionary assets, Capital Financial Advisors Of New York, LLC also possesses the expertise to effectively oversee employer funds. Their client-centric approach ensures that eac...see more
Assets Under Mgmt
$165M
Investment Professionals
N/A
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Reviews for Capital Financial Advisors Of New York, Llc
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.