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Capital Financial, LLC

EST. AUM
$159,396,774

CONTACTS
1

CLIENT ACCOUNTS
82

Firm Details

Metro area Washington, DC
CRD Number 122844
Website capfinllc.com
Client types

Overview

Capital Financial, LLC, established in 1985, is an investment firm dedicated to assisting clients in achieving financial success through personalized investment programs. The firm emphasizes the importance of financial planning, particularly during retirement, to ensure that investments can sustain clients' lifestyles throughout retirement and beyond. Capital Financial, LLC offers personalized, hands-on service, educating clients about financial concepts and products, and helping them navigate the complexities of investing, insurance, estate conservation, and wealth preservation.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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