| Estate Planning |
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In order to ensure that your heirs receive the full value of your estate, careful planning is essential. A responsible estate plan can save your family the stress of administering your estate, as well as any unnecessary fees, taxes or delays. We will develop your estate plan in conjunction with the legal counsel of one of our strategic partners or we can work in unison with your own attorney to design your plan. Estate planning is too important to ignore. Consult your trusted Financial Advisors at CAP COM Financial Services. Request an appointment or contact us to get started. |
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CAP COM Financial Services, LLC. - 4 Century Hill Dr. - Latham, NY 12110 CAP COM Financial Services - Securities and annuities products offered through LPL Financial and its affiliates; Member FINRA/SIPC, a Registered Investment Advisor. CAP COM Financial Services is a division of CAP COM Federal Credit Union. CAP COM Financial Services and CAP COM Federal Credit Union are not registered broker dealers and are not affiliated with LPL Financial. Financial planning and insurance services offered through CAP COM Financial Services, LLC, a Registered Investment Advisor. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LP Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned area available in every state.
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