Capital Financial Planning

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

6 Tower Pl, Albany, New York, 12203, Uni...

Phone Number

(518) 867-4000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Capital Financial Planning

Capital Financial Planning, founded in 2003 and headquartered in Albany, New York, specializes in providing personalized financial services including investment advice, financial planning, wealth management, and retirement planning. The firm prioritizes understanding clients' personal situations, dreams, and risk tolerances to foster long-term relationships built on open communication. With a commitment to community involvement and a client-first agenda, they offer customized solutions without being bound by product quotas. Their services are designed to support clients' financial health, especially during challenging times.Explore more
Capital Financial Planning's Social MediaPopular SearchesCapital Financial PlanningCapital Financial Planning LLCCapital LLCCapital Financial801 Capital Finance Company LLCSIC Code 62,628NAICS Code 52,523Show more

Capital Financial Planning Org Chart

PhoneEmail
DC
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Senior Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Financial Plannin...

<$5M
11-50
Private
-
2003
DC
Donald CoffinSenior Vice President
$6M
11-50
Private
-
-
PP
Patrick PortmanCertified Financial Planner
<$5M
1-10
Private
-
-
AL
Adam LevyFounder & Wealth Planner
<$5M
1-10
Private
-
2009
Richard Bloom, Founder & President at Teton Wealth Management
Richard BloomFounder & President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
RM
Rachel MaceriManager, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Capital Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capital Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital Financial Planning.

Capital Financial Planning Tech Stack

A closer look at the technologies used by Capital Financial Planning

Top Finance Companies

Frequently Asked Questions Regarding Capital Financial Planning

What is Capital Financial Planning's official website?
Capital Financial Planning's official website is www.capitalfinancialplanning.net
What is Capital Financial Planning's Revenue?
Capital Financial Planning's revenue is <$5 Million
What is Capital Financial Planning's SIC code?
Capital Financial Planning's SIC: 62,628
What is Capital Financial Planning's NAICS code?
Capital Financial Planning's NAICS: 52,523
How many employees does Capital Financial Planning have?
Capital Financial Planning has 11-50 employees
What industry does Capital Financial Planning belong to?
Capital Financial Planning is in the industry of: Finance, Securities Trading
What is Capital Financial Planning competition?
Capital Financial Planning top competitors include: Teton Wealth Management, FLEX Wealth Management, tclwm.com, Wealth Planning Services
What technology does Capital Financial Planning use?
Some of the popular technologies that Capital Financial Planning uses are: WooCommerce, WordPress.org, PHP, Cloudflare CDN
How do I contact Capital Financial Planning?
Capital Financial Planning contact info: Phone number: (518) 867-4000 Website: www.capitalfinancialplanning.net
What does Capital Financial Planning do?

Capital Financial Planning, founded in 2003 and headquartered in Albany, New York, specializes in providing personalized financial services including investment advice, financial planning, wealth management, and retirement planning. The firm prioritizes understanding clients' personal situations, dreams, and risk tolerances to foster long-term rela... tionships built on open communication. With a commitment to community involvement and a client-first agenda, they offer customized solutions without being bound by product quotas. Their services are designed to support clients' financial health, especially during challenging times.Read More

What are Capital Financial Planning social media links?
Capital Financial Planning Linkedin page Capital Financial Planning Twitter page Capital Financial Planning Facebook page
Is Capital Financial Planning a public company?
Capital Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Capital Financial Planning

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