Capital Financial Services, LLC

Capital Financial Services, LLC is strictly a fee-only investment advisory and financial planning firm, registered with the SEC, which has clients throughout the country. Financial advisors affiliated with Capital Financial Services, LLC focus on middle/high income clients, managing investments, trusts and estates, comprehensive financial planning and income tax preparation services.

Capital Financial Services, LLC services are tailored to the unique needs of our clients. To understand your unique needs, Capital Financial Services, LLC offers an initial no-obligation, introductory meeting for a fee of $75 with no time limit. We have an employee who is an Enrolled Agent. An Enrolled Agent is an individual who has earned the privilege of practicing and representing a client before the IRS. Financial Planning services have an hourly rate of $240.

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Advisors at this Office

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This Office

133 Saratoga Rd Glenville, NY 12302-4236 Phone: (518) 399-3903 Fax: (518) 399-4303

Primary Office

133 Saratoga Rd Glenville, NY 12302-4236 Phone: (518) 399-3903 Fax: (518) 399-4303