Capital Insurance & Investment Planning - Doylestown, PA

CONNECT

Address:

350 East Butler Ave, Suite 102
Doylestown, PA 18901

Phone:

215-345-6961

Fax/Other:

215-893-5463

Affiliation Discounts

We offer discounts to members of many groups as a way to show our support for the organizations and the members that make up our community and continually strive to improve it.

If you are a member or relation (family member, parent, brother, sister or child) of any of the following groups please ask about the discounted pricing we are currently offering, and we thank you for your hard work.

 

 Supported Organizations

  • Active, Reserve or Disabled Military Persons

  • Members of the Lower Bucks County Chamber of Commerce (LBCCC)

  • Members of the Central Bucks County Chamber of Commerce (CBCCC)

  • The Chalfont New Britain Business Alliance (CNBBA)

  • Members of the Masonic Order

 

We discount our hourly fee by 15% and our AUM fees by 10% for these groups and organizations.

 

We also support many charities in the area. To see a list of these Charities with links to visit there site view our Professional Relationships. There you will also find a list of business we work with, many of whom offer discounts to the clients of Capital Insurance and Investment.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck