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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Capitalpoint Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Jerry J. McDonnell
CRD#: 2326191
3755 Green Ridge Rd., Furlong, PA 18925

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.

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