William C. Jerome,  CFP<sup>&reg;</sup> - Financial Advisor

William C. Jerome, CFP®

Founder

Capital Financial Services, LLC

133 Saratoga Rd, Professional Bldg
Glenville, NY 12302-4108
(518) 399-3903

General

William Jerome is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capital Financial Services, LLC in Glenville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RIA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources