Capital Insurance & Investment Planning

Capital Insurance & Investment Planning

Financial Services, 350 E Butler Ave, New Britain, Pennsylvania, 18901, United States, 1-10 Employees

capitalinsureinvest.com

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Who is CAPITAL INSURANCE & INVESTMENT PLANNING

Capital Insurance & Investment Planning Inc. is an independent financial services firm located in the heart of Bucks County and licensed in 19 states. Our firm was formed to serve our cli...

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  • 350 E Butler Ave, New Britain, Pennsylvania, 18901, United States Headquarters: 350 E Butler Ave, New Britain, Pennsylvania, 18901, United States
  • 1995 Date Founded: 1995
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 524210 | Show More

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Capital Insurance & Investment Planning Org Chart and Mapping

Employees

Rose Burge

Health, Life and Ltc Sales

Alec Goldberg

Client Services Professional

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Frequently Asked Questions Regarding Capital Insurance & Investment Planning

Answer: Capital Insurance & Investment Planning's headquarters are located at 350 E Butler Ave, New Britain, Pennsylvania, 18901, United States

Answer: Capital Insurance & Investment Planning's phone number is 00**********

Answer: Capital Insurance & Investment Planning's official website is https://capitalinsureinvest.com

Answer: Capital Insurance & Investment Planning's revenue is $1 Million to $5 Million

Answer: Capital Insurance & Investment Planning's SIC: 6282

Answer: Capital Insurance & Investment Planning's NAICS: 524210

Answer: Capital Insurance & Investment Planning has 1-10 employees

Answer: Capital Insurance & Investment Planning is in Financial Services

Answer: Capital Insurance & Investment Planning contact info: Phone number: 00********** Website: https://capitalinsureinvest.com

Answer: Capital Insurance & Investment Planning Inc. is an independent financial services firm located in the heart of Bucks County and licensed in 19 states. Our firm was formed to serve our clients by developing comprehensive solutions for their wealth, financial, retirement, estate, and insurance planning needs. We create state of the art solutions for our clients and their families. 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. Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., A Registered Investment Advisor, Member FINRA/SIPC. Capital Insurance & Investment Planning, Inc. and Cadaret, Grant & Co. Inc. are separate entities.

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