Capital Planning Advisors, Inc. specializes in the accumulation & preservation of wealth for individuals, businesses and estates. As an independent Advisory Firm we are able to deliver comprehensive and independent advice consistent with our clients' values and goals. Through our relationship with NFP Securities, Inc., one of the largest Independent broker/dealers in the country*, we possess the tools and services of the largest of national financial services firms. This relationship allows us access to the largest of institutional money managers, traditional and alternative investments, as well as insurance products from approximately 300 insurance companies. We look forward to the opportunity to serve you.

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