Capital Insurance & Investment Planning, Inc.
New on Thervo
Offers online services
1 hire on Thervo
29+ years in business
Serves Philadelphia, PA
We are an independent financial services firm committed to helping our clients with every phase of their financial life. We are a Fee for service firm offering a free 1 hour consultation.
We pride ourselves on our comprehensive innovative process that place the clients in control with the guidance they need.
Our staff is highly credentialed. I personally have a Masters designation with the International Association of Registered Financial Consultants, a BS in Finance and Business Administration. I have more than 30 years expeirence in Wealth Management, Investment, Financial, Retirement and Estate planning. I have received numerous industry a...