Your Personal Wealth and Risk Manager - Bruce Gaynor
Investments
- 403b
- IRA, Roth IRA, SEP and SIMPLE IRA
- Trusts and Estates
- 529 College Savings
- Small Business Retirement Plans
- Stocks, Bonds, Mutual Funds, ETF's and More
Planning
- Customized Financial Planning
- Retirement Income Planning
- Social Security Optimization
Insurance
- Long Term Care
- Term Life / Permanent Life
- Disability
For more information, visit: http://capitalfinancialplanning.net/resource-center
To request an appointment, call 518-286-1611 (Troy) or 518-456-1611 (Albany) and one of our Member Service Representatives will assist you. Or reach Bruce directly by calling 518-867-4000 x126.
email: Bruce.Gaynor@4cfp.net
Investment advice offered through Capital Financial Planning, a registered investment advisor. Capital Financial Planning is a separate entity from LPL Financial.
Securities offered through LPL Financial, Member FINRA/SIPC.
Insurance products offered through LPL Financial or its licensed affiliates.
Not NCUA Insured | Not Credit Union Guaranteed | May Lose Value
*
LPL Financial Representatives offer access to Trust Services through The
Private Trust Company N.A., an affiliate of LPL Financial.