Capital Advantage Inc, located in Schenectady, NY, is an independent wealth management firm with over 40 years of expertise in providing personalized financial planning and investment management services. Their team of fiduciary advisors is dedicated to helping clients define and achieve their unique financial goals, offering tailored solutions for pre-retirees, retirees, women, and employees of Kaiser and TPMG.
With a focus on building meaningful relationships and understanding each client's individual needs, Capital Advantage aims to provide expert advice and financial clarity for today, tomorrow, and well into the future. Their comprehensive services include investment management, financial planning, and retirement planning, designed to help clients navigate the complexities of wealth management and secure a stable financial future.
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