Capital Financial Advisors of New York
- 10 Maxwell Dr #104b Clifton Park New York 12065 United States
Profile
Capital Financial Advisors of New York is a fee-only financial planning firm dedicated to providing objective, conflict-free advice to individuals, families, and business owners. Based in Clifton Park, NY, the firm specializes in personalized financial planning and investment management services, with a strong focus on helping clients achieve long-term financial stability and security. As fiduciaries, they are committed to acting in their clients’ best interests at all times, offering customized strategies tailored to each client’s unique goals and life circumstances.
The firm is well-regarded for its comprehensive approach that integrates retirement planning, college funding, estate planning, and tax-efficient investment strategies. Capital Financial Advisors of New York serves a broad clientele, including retirees, working professionals, and high-net-worth individuals, with a reputation for clarity, integrity, and long-term relationship building. Their advisors do not receive commissions or sell financial products, ensuring completely unbiased guidance.
In addition to individual advisory services, the firm also emphasizes financial education and community outreach, helping empower clients to make informed financial decisions. Their team stays current with industry developments, maintaining certifications and affiliations that reinforce their expertise and commitment to ethical standards.
Website: http://cfany.com/
Key Services:
– Comprehensive financial planning
– Retirement planning and income strategies
– Investment management and portfolio design
– Estate and legacy planning
– College funding strategies
– Tax-aware financial strategies
– Risk management and insurance analysis
– Fiduciary advisory services (fee-only, no commissions)
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Contact Info
- 10 Maxwell Dr #104b, Clifton Park, New York, 12065, United States
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Phone: (518) 280-0030
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