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 Plans
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.

Get Started with Capriotti & Company Today

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