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

Our Firm

We work together to achieve your goalsCapital Insurance & Investment Planning,  an independent financial services firm, was formed to serve our clients by developing comprehensive solutions for their wealth, financial, retirement, estate, and insurance planning needs. 

We are committed to providing superior service and products with the professionalism that our clients' have come to expect.

Our clients receive comprehensive, cost effective, and innovative solutions to their personal and business needs.

Professional growth through continuous education and study assures every effort will be made to utilize tax laws, regulations and advanced techniques to our clients' greatest advantage.

Our success is measured by our clients' success.

 

 

 

Important Disclosures about this Website

All content of this site is for informational purposes only and does not constitute a complete description of our investment services or performance. Materials presented in this website, or any linked website, are believed to be from reliable sources, but we make no representations or guaruntees as to the accuracy or completeness. All information and ideas should be discussed in detail with your investment advisor prior to implementation. Capital Insurance and Investments, LLC intends that this website will be viewed for informational purposes only. This should not be viewed as a solicitation or offer of services in any jurisdiction in which Capital Insurance and Investments, LLC is not qualified to do business. 

Privacy: Any information sent to this firm via e-mail or through the website is not encrypted. Viewing or transmission of information from this website does not create an advisory relationship between you and this firm, nor is it intended to do so.  The only personal information we will obtain from you when you visit our site is the information you voluntarily provide. Example may include a request for a quote, or providing an e-mail address when contacting us. We do not sell or disclose any non-public information for marketing purposes outside our firm.

IRS Circular 230: The information contained herein does not constitute investment, financial, tax or legal advice. Further, this information is general in nature and is not intended to be reflective of any specific plan. Please contact your personal investment, financial, tax or legal advisor regarding your specific needs and situation. In compliance with IRS Circular 230, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document
 
Important information about professional credentials: Because of systematic limitation of the internet, this website may communicate information about credentials that are not approved in all states or jurisdictions. Thus, we remind clients that although a credential may represent the evidence of an ethics certification and ongoing educational efforts by a representative, no credential can guarantee that a representative is the best advisor for you. Before doing business with any investment professional, all investors should check with their state securities and insurance regulators to determine whether the individual is properly licensed and if there have been any complaints or disciplinary problems involving them or their firm. All potential investors can check the status and disciplinary history of any registered representative with FINRA at http://www.finra.org/InvestorInformation/InvestorProtection/InvestorAlerts/index.htm. Investors can also request a copy of an Investment Advisor's Form ADV, contact the Better Business Bureau, and any other professional organizations associated with the credential that is displayed. Also, an investor can contact FINRA to access the qualifications for the credential and consider the applicability of the education to your personal issues (http://apps.finra.org/DataDirectory/1/prodesignations.aspx). An investor is encouraged to request all applicable reports from an advisor, with the expectation of full disclosure, before services are engaged and any personal information is provided.
 
Important reminder about investing in any security: The investor is advised to carefully read the prospectus and consider the investment objectives, risks, charges and expenses of the investment company before investing. The prospectus contains this and other important information about the investment company. An investor may obtain a prospectus by contacting their advisor or the specific investment company. For the fund’s most recent performance data, please contact the fund firm or your advisor. Information presented represents past performance. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. Investment return and principal value of an investment will fluctuate; so that an investor’s shares, when redeemed, may be worth more or less than their original cost; current performance may be lower or higher that the performance data quoted. All funds are subject to market risk. No investment strategy or allocation can guarantee a profit or protect against a loss in a declining market.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck