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

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 MediaSIC Code 62,628NAICS Code 52,523Show more

Capital Financial Planning Org Chart

PhoneEmail
TS
United States flag for contact location.

Director, Staff Education

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Financial Plannin...

<$5M
11-50
Private
-
2003
TS
Tilia StanfieldDirector, Staff Education
<$5M
1-10
Private
-
-
RM
Riley MoringCo-Founder & Financial Advisor
<$5M
1-10
Private
-
2009
Richard Bloom, Founder & President at Teton Wealth Management
Richard BloomFounder & President
Illustration of an envelope

Capital Financial Planning Tech Stack

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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, Momentum Wealth Advisors
What technology does Capital Financial Planning use?
Some of the popular technologies that Capital Financial Planning uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
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
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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