Services
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:
Investments
Educational IRAs
SIMPLE, SEP, Roth IRAs
Brokerage Accounts
Bonds
Variable Annuities
Mutual Funds
Common and Restricted Stocks
Exchange-Traded Funds
Wealth Management
Comprehensive Financial Plans
Tax Plannning Strategies
529 Plans
Retirement Plans
ESOPs
Insurance
Disability Income Insurance
Life Insurance
Long-Term Care Insurance
Estate
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.