Capital Financial Services, LLC.
Fee-Only, Financial Planning, Tax Preparation and Asset Management. Serving clients in the greater Capital District and across the country.
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 Jerome is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
William Jerome is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
William Jerome is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
William Jerome is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact William Jerome
133 Saratoga Road
Glenville, NY 12302