Capriotti & Co. offers individuals and families comprehensive financial planning and investment management strategies.
Based on each client’s needs, we provide fee-based financial services and assistance in the following areas:
Educational IRAsSIMPLE, SEP, Roth IRAsBrokerage AccountsBondsVariable AnnuitiesMutual FundsCommon and Restricted StocksExchange-Traded Funds
Comprehensive Financial PlansTax Plannning Strategies529 PlansRetirement PlansESOPs
Disability Income InsuranceLife InsuranceLong-Term Care Insurance
Living Wills*Trusts*Attorney Relationship*Beneficiary Designations*
*Capriotti & Company and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.