Find the Certified Financial Planner™
Who's right for you.

Claudia Jacques-Soto, CFP®, CLU, ChFC

Capital Strategies, Inc.

2 Barnard Ln
2nd Flr
Bloomfield, CT 06002
Phone: (860) 242-6797
Fax: (860) 243-9650

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.