Capital Planning Wealth Management
Financial Advising
Hours:
4505 Saucon Creek Rd #100, Center Valley PA 18034
Hours
Most Recent Comments
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September 2023
The folks at Capital Planning gave us great confidence as we entered the phase of life known as “life without a paycheck”! They are always available for questions. I can’t recommend them too highly! Dennis Cahill
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October 2019
Incredible team, invaluable advice and financial planning, 5 star client focus and customer service. I can only highly recommend. Jonathan is a rock star advisor to guide you through any financial situation and come out much better than when you started.
More Comments(9)
From Capital Planning Wealth Management
Securities offered through LPL Financial, Member FINRA/SIPC (finra.org/sipc.org). Investment advice offered through Private Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. Financial Planning Services offered through Capital Planning Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness
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