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Capital Strategies, Inc. was formed by merger in January 1987 to extend comprehensive estate and financial planning and business consulting services to individuals, corporations, and institutions on a fee basis without any requirement that they purchase financial products. The Firm's Principals cumulatively have over seventy-five years experience in financial planning.

Capital Strategies, Inc. employs individuals with various backgrounds and education. For those individuals that provide financial planning services, we generally require a college level education and such financial service professional designation as Chartered Financial Consultant or CERTIFIED FINANCIAL PLANNERô. We require a program of continuing education for all persons involved in counseling or advisory activity.

Please contact us to discuss your needs today.

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Capital Strategies, a Registered Investment Advisor

2 Barnard Lane
Bloomfield, CT 06002
Toll Free: 866-303-6797
Phone: 860-242-6797
Fax: 860-243-9650

Securities & Advisory Services offered through LPL Financial · FINRA/SIPC
Copyright © 2000 Capital Strategies, Inc., All Rights Reserved.