Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > New York > Valatie > James J. Zegers, CFP®
Find the Certified Financial Planner™
Who's right for you.

James J. Zegers, CFP®

Capital Financial Planning

36 Ann Pl
Valatie, NY 12184-4901
Phone: (518) 867-4000x114
Fax: (518) 567-4005

Print Profile

View Map

Get Directions

Saved in Saved Planners

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

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

 

How Planner Charges
N/A