Neil R. Waxman,  CFP<sup>&reg;</sup> - Financial Advisor

Neil R. Waxman, CFP®

AEP®

Managing Director

Capitial Advisors, LTD.

20600 Chagrin Blvd, Suite 1115
Shaker Heights, OH 44122
(888) 285-7908
(216) 295-7900

General

Neil Waxman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capitial Advisors, LTD. in Shaker Heights, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MY,FL,GA,SC,NJ,CA
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Personal Taxes

More

Helpful Financial Planning Resources