William Jerome (BS, CFP®, MS, RTRP)

William Jerome focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Achieving your financial goals is our highest priority. Our leading fee-only financial firm employs a fee-only business model acting as an unbiased source of financial advice for individuals, families and business owners.
 

Our team of CFP's and an Enrolled Agent integrates financial risk management knowledge, analytical skills, and corporate experience to assisting small businesses and individuals with the financial planning, investment advisory and tax preparation needs.

 

Our clients have peace of mind knowing they are partnering with a firm that will always place their interests front and center.

Additional Information

William C. Jerome is the founder of Capital Financial Services, LLC and formerly William C. Jerome, CFP. Bill is a member of NAPFA, 20+ year member of FPA and Albany Colonie-Regional Chamber of Commerce.
 

Bill has been quoted and featured in many articles and magazines. For over two decades Bill's financial expertise has been called upon by outplacement firms catering to the newly-unemployed.

 

Bill received his BS and MS from Rensselaer Polytechnic Institute

NAPFA Start Date

June 28, 1991

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This Office

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