William C. Jerome

William C. Jerome

| CFP®

Capital Financial Services, LLC.

(518) 399-3903

Contact Me

Fee-Only, Financial Planning, Tax Preparation and Asset Management. Serving clients in the greater Capital District and across the country.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Middle Income Client Needs
  • Tax Planning and Preparation

Website

Visit Us

Professional Building
133 Saratoga Road
Glenville, NY 12302

William Jerome is a NAPFA-Registered Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

William Jerome is a Fee-Only Financial Planner serving the entire Upstate New York area. Capital Financial Services, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. William Jerome is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Capital Financial Services, LLC
Is strictly a fee-only investment advisory and financial planning firm registered with the SEC, with clients throughout the country.  Financial advisors affiliated with Capital Financial Services, LLC focus on middle/high income clients, managing investments, trusts and estates, comprehensive financial planning and income tax preparation services.
 

Capital Financial Services, LLC
Services are tailored to the unique needs of our clients.  To understand your unique needs, Capital Financial Services, LLC offers an initial no-obligation, introductory meeting for a fee of $75.00 with no time limit.  The introductory meeting will typically have two CFP’s (one of which holds an EA designation) to listen to your concerns.  An Enrolled Agent is an individual who has been given the privilege of practicing before the IRS, which includes preparing and filing documents, communicating with the IRS, and representing taxpayers in matters involving the IRS.  Financial Planning services have an hourly rate of $120.
 
William C. Jerome is the founder of Capital Financial Services, LLC and formerly William C. Jerome, CFP.   William received his BS and MS from Rensselaer Polytechnic Institute (RPI) and has been quoted and featured in the Real Simple Magazine and  various newspapers.  For over a decade Bill's financial expertise has been called upon by outplacement firms catering to the newly-unemployed. 
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Capital Financial Services, LLC services are tailored to the unique needs of our clients.  To understand your unique needs, Capital Financial Services, LLC offers and initial no-obligation, introductory meeting for a fee of $75.00 with no time limit.  The introductory meeting will typically have two CFP’s (one of which holds an EA designation) to listen to your concerns.  An Enrolled Agent is an individual who has been given the privilege of practicing before the IRS, which includes preparing and filing documents, communicating with the IRS, and representing taxpayers in matters involving the IRS.  Financial Planning services have an hourly rate of $120.
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