Investing For the Future
8240 Beckett Park Drive, Suite B
West Chester, OH 45069
Phone:
(800) 891-6458
Fax:
(866) 315-9997
E-mail:
Welcome to Capital Advisory Services, LLC. We are a Registered Financial Professionals providing individuals and small business owners a wide array of financial services and investment options. We focus on Retirement Planning, Asset Management, College Planning, Insurance and Small Business Retirement Plans. We offer not only traditional investments but also alternative investments such as non-traded Real Estate Investment Trusts, non-traded Business Development Companies, gas & oil programs and leasing programs. We invite you to explore our web site to gain a better understanding of our
firm and how we help our clients plan for and meet their financial goals. Please take time to visit our Learning Center featuring on-line seminars, calculators, financial articles, newsletters, and a tax library. Feel free to contact us with any questions and let us know if there is any other information you would like to see on our website. Thank you for stopping in, we appreciate you taking the time to visit us.
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.