Capital Markets Advisory 51 JFK Parkway Category: Financial Advisory Services
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Company representatives
Phone: 888 950 5993
B Carr, CEO
About Capital Markets Advisory
Comprehensive and Custom approach to financial, asset, investment and risk management strategies.
We offer insightful investment, insurance and tax strategies on an independent and objective basis. Our clients enjoy the privilege of participating on a direct basis through separately managed accounts, custom portfolios, tax harvesting strategies, ongoing overlap of securities analysis and best in class money management approaches and tactics.
We serve as advocate of clients in the many markets of finance.
Seek returns that are of an absolute not directly related to just the broader stock market.
Products and Services
- Investments
- Insurance
- Financial Planning
Opening Hours
By appointment only Monday through Friday.
- SundayCLOSED
- Monday9:00 AM to 5:30 PM
- Tuesday9:00 AM to 7:00 PM
- Wednesday9:00 AM to 5:00 PM
- Thursday9:00 AM to 7:00 PM
- Friday9:00 AM to 4:00 PM
- SaturdayCLOSED
Location Type
Headquarters
Revenue
$275,000 - $300,000
Employees
5 to 9
Years In Business
16
Brands
- Charles Schwab
- Genworth
- Pacific Life
- Laidlaw
- Midland
Rating
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