Offering comprehensive financial planning services to individuals, corporations and institutions on a fee basis. No information provided on this site is intended to constitute an offer to sell or solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such an offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction.
Services
Capital Strategies is a Registered Investment Advisory company under the Investment Advisors Act of 1940, offering comprehensive financial planning services to individuals, corporations, and institutions on a fee basis, without obligation to purchase financial products.
Our Disclosure Brochure, indicating our registration with the State Banking Commission and summarizing our personal financial planning activity, is given to all advisory and prospective advisory clients.The company is located in Bloomfield, Connecticut.
Our Disclosure Brochure, indicating our registration with the State Banking Commission and summarizing our personal financial planning activity, is given to all advisory and prospective advisory clients.The company is located in Bloomfield, Connecticut.
At Capital Strategies, we provide various levels of comprehensive analysis and planning services. These services are available to individuals and businesses on a fixed fee basis or at an hourly rate. Capital Strategies can be retained to provide consultation in a number of areas including those listed below.
For the sale of Investment Products, including fee-based advisory services, the principals of Capital Strategies and all of our financial planners are Registered Representatives and Investment Advisor Representatives of LPL Financial. LPL Financial is a broker/dealer firm, a Registered Investment Advisor, and member of FINRA/SIPC.
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