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Capital Planning Wealth Management
4505 Saucon Creek Rd Ste #100, Center Valley
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I recently retired and have been working with Capital Planning Wealth Management for the past three years in preparation for it. The whole team has been very helpful providing assistance with Medicare, consolidation of retirement accounts, and advice on distributions. I trust their expertise and would recommend Capital Planning to all of my friends.
Everyone we have dealt w/ over the past approximately 20 yrs, starting w/ Jack Sullivan, have been excellent. Competent, caring, well-informed, knowledgeable, willing to go the extra mile when necessary. My husband and I would highly recommend using this company to anyone needing financial assistance of any type.
My wife and I whole-heartedly recommend the entire team at Capital Planning...as they have completely transformed our financial future. They excel at what they do...educating us along the way and guiding us towards our projected early retirements. Our advisor Rob is always immediately responsive to our inquiries and concerns, cares about our family and our future, and has a command of his trade. We're so glad we were recommended to Capital Planning...and proudly pass on that recommendation to others in search of solid and sound financial guidance that always has your best interest at heart.