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Capital Financial Partners, LLC

EST. AUM
$500,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Baltimore
CRD Number
Website capitalfinancialmaryland.com
Client types

Overview

Capital Financial Partners, LLC is an experienced fiduciary advisory firm founded over 40 years ago, dedicated to providing comprehensive, tailored financial advice. The firm works one-on-one with clients to develop plans that account for their current situation, future goals, and the changing economic environment. They combine personalized customer service with modern technology, focusing on education and understanding as core principles for prudent decision-making. The firm serves high-net-worth individuals, business owners, and older individuals/couples with significant investable assets.

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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