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Skip to main content. Every client is unique and every financial plan is tailored to what you need. We are truly fee-only advisors. We are not affiliated with any investment or insurance companies and we never accept commissions for anything. We are independent financial advisors who have a fiduciary duty that requires us to serve your best interests. Our clients always come first. Our team has many decades of diverse experience in financial planning and investment management. As fee-only advisors, we ha...

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Capital Financial Advisors of New York, LLC

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Capital Financial Advisors of New York, LLC

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Capital Financial Advisors of New York, LLC

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Skip to main content. Every client is unique and every financial plan is tailored to what you need. We are truly fee-only advisors. We are not affiliated with any investment or insurance companies and we never accept commissions for anything. We are independent financial advisors who have a fiduciary duty that requires us to serve your best interests. Our clients always come first. Our team has many decades of diverse experience in financial planning and investment management. As fee-only advisors, we ha...

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Home | cfany2 | cfany.com Reviews

https://cfany.com

Skip to main content. Every client is unique and every financial plan is tailored to what you need. We are truly fee-only advisors. We are not affiliated with any investment or insurance companies and we never accept commissions for anything. We are independent financial advisors who have a fiduciary duty that requires us to serve your best interests. Our clients always come first. Our team has many decades of diverse experience in financial planning and investment management. As fee-only advisors, we ha...

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cfany.com

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User account | Capital Financial Advisors of New York

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Capital Financial Advisors of New York. Log in using OpenID:. Enter your Capital Financial Advisors of New York username. Enter the password that accompanies your username. Log in using OpenID.

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Forms | Capital Financial Advisors of New York

https://www.cfany.com/forms-0

Capital Financial Advisors of New York. Below you will find financial planning documents that are dowloadable in Adobe PDF and Microsoft Word formats:. Personal Financial Planning Questionnaire.doc. Personal Financial Planning Questionnaire.pdf. List of Planning Documents.doc. List of Planning Documents.pdf.

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Our Commentary | Capital Financial Advisors of New York

https://www.cfany.com/blog

Capital Financial Advisors of New York. Welcome to CFANY’s blog! This is Paul, Walt, Julie and Kerry’s forum for informal discussion of a range of topics. We will be discussing everything from financial markets to taxation and anything related to wealth management and financial planning. We welcome your comments. They can be submitted by clicking on the Contact Us. Submitted by cfany on Tue, 08/25/2015 - 13:57. Submitted by cfany on Thu, 10/02/2014 - 10:03. Submitted by cfany on Wed, 05/07/2014 - 06:30.

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About CFANY | Capital Financial Advisors of New York

https://www.cfany.com/about-cfany

Capital Financial Advisors of New York. At Capital Financial Advisors of New York, LLC we focus solely on assisting you in achieving your life goals through the proper management of all of your financial resources. We measure our success by your success in attaining your objectives. Below are links to websites where you can learn more about our credentials:. Download our firm brochure. Certified Financial Planning Board of Standards, Inc.:. Http:/ www.cfp.net/. Http:/ pfp.aicpa.org/.

5

Our People | Capital Financial Advisors of New York

https://www.cfany.com/our-people

Capital Financial Advisors of New York. Paul Corr, CPA/PFS/CFP. Paul Corr has been helping people manage their finances and realize their personal goals for many years. As a practitioner and a teacher, Paul Corr’s professional credentials and extensive experience in financial planning and investment management bolster the firm’s exceptional expertise. Walton Williams, CPA/PFS. Kerry Mayo, CFA , CFP. Julie Sciandra, CFP , MBA.

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Skip to main content. Every client is unique and every financial plan is tailored to what you need. We are truly fee-only advisors. We are not affiliated with any investment or insurance companies and we never accept commissions for anything. We are independent financial advisors who have a fiduciary duty that requires us to serve your best interests. Our clients always come first. Our team has many decades of diverse experience in financial planning and investment management. As fee-only advisors, we ha...

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