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Capital Insurance & Investment Planning

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Capital Insurance & Investment Planning

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financial planner financial planning insurance broker retirement planning executor services
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Description of Capital Insurance & Investment Planning

Registered Financial Planning Consultant - Full Service Wealth Management, Retirement, & Executor Services in Doylestown, PA - 40 Years Experience in all aspects of portfolio management, charitable giving, college planning, medicaid& eldercare planning, as well as life, health, disability & long term care insurance coverage. Awarded Masters Designation from the International Association of Registered Financial Consultants. Better Business Bureau Approved. Serving Bucks, Montgomery, Philadelphia Counties and beyond.
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