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Philip J. Capell, CFP®

Piermont Wealth Management Inc.

135 Crossways Park Dr
Ste 102
Woodbury, NY 11797
Phone: (516) 496-7800
Fax: (516) 496-7803

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Retirement

 

How Planner Charges

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