Cap Com Financial Services

Website Links

Description

In addition to tax preparation, Jo Ann has over seven years of experience as a financial planning counselor. She has worked with clients who are widowed and/or dealing with a life-threatening illness which includes, but is not limited to, tax projections, cash flow projections and investment analysis. She is not affiliated with or endorsed by LPL Financial.

For more than 20 years, the professional team of Financial Consultants and support staff at CAP COM Financial Services has provided quality services to its clients. Access to investments is offered through LPL Financial either through a commission or advisory-based investment program. We charge a fee based on the value of assets under management.* This ensures that we provide non-biased, objective advice that is in line with your financial goals. With a brokerage relationship, commissions are charged whenever trades or exchanges are executed.

A graduate of the University at Albany with a degree in Public Administration, Mrs. Wright has brought her expertise and knowledge as a Tax Preparer to CAP COM Financial Services for the past five years. Sally Wright has been preparing taxes for 14 years including, but not limited to, returns for individuals, corporations, partnerships, fiduciaries and estates. She has served as an Enrolled Agent (EA) with the Internal Revenue Service for over 16 years. She annually completes individual income tax preparation review courses in order to keep apprised of the new tax law changes.

Mr. Reed joined CAP COM in 2009 and has been in the credit union industry for over 25 years. Recently, he was Vice President of UNFCU Financial Advisors, a United Nations Federal Credit Union owned company in New York City. He brings valuable work experience to CCFCU with knowledge of financial institutional operations by having worked in the areas of Lending, Risk Management, Investments, and Employee Benefits. Prior to United Nations FCU, he worked with the largest credit unions in New York, Connecticut, and Massachusetts as an Account Vice President with CUNA Mutual Group.

Ricki joined the CAP COM team in 2001. Ms. Proctor is a Registered Administrative Assistant with our brokerage firm LPL Financial. She maintains the FINRA Series 7 and Series 66 registrations which are also held by our brokerage firm. Additionally, she holds New York State life, Accident & Health Insurance registrations. Ricki is currently working toward her Bachelor’s degree in Business, Management & Economics with a concentration in Finance. Ricki’s knowledge of financial products and her exemplary service skills make her a valuable member of our team.

Products & services

Similar companies nearby