Capital Planning Advisors, Inc.

Independent Business & Wealth Financial Advisors

Capital Planning Advisors, Inc. specializes in the accumulation & preservation of wealth for individuals, businesses and estates. As an independent Advisory Services 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.

 *Ranked 4th based on gross revenue - April, 2009, InvestmentAdvisor.com

  

NFP Securities Account Login - Click Here
 
 
Downloadable Capital Planning Advisors, Inc. Brochure - Click Here

 

 

 

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. NFP Securities, Inc. makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is NFP Securities, Inc. liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

 

 

 

July 30, 2010 @ 07:43 AM

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