Capital Financial Services

Description

You are not like everyone else. Neither are we. As a strictly fee-only firm, we don't earn commissions from financial product sales. In fact we don't sell any financial products at all. We provide clear and competent financial planning services, focusing on middle-class clients, along with investment management and tax preparation services. Our client's accounts are held at TD Ameritrade , and we manage those investment portfolios using individual securities, mainly publicly traded stocks and bonds .

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