Capitalpoint Financial Planning, LLC
Capitalpoint Financial Planning, LLC (CRD# 283597) is a financial advisory firm headquartered in Furlong, PA. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jerry McDonnell (CRD# 2326191) is an Investment Advisor Representative working at Capitalpoint Financial Planning, LLC in Furlong, PA and has over 22 years of experience in the finance industry.