Business ProfileforCapital Insurance & Investment Planning, Inc.
At-a-glance
Related Categories
Overview
We provide Wealth Management, Financial , Estate & Eldercare Planning to Individuals, Professionals and business owners. Our services include Retirement Planning, both qualified plans,ie; 401k plans, IRA's,Simple Plans and Cash Balance plans. Also Non-Erisa Non Qualified plans, SERP's, COLI, and Section 162 Planning.
Products & Services
Business Details
- Location of This Business
- 350 E Butler Avenue Suite 102, Doylestown, PA 18901-5278
- BBB File Opened:
- 2/18/2011
- Years in Business:
- 27
- Business Started:
- 6/1/1997
- Business Incorporated:
- 7/2/2018
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of 334011 for this business, issued by Insurance Department-PA
These agencies may include:
Insurance Department-PA
1321 Strawberry Square, 13th FL
Harrisburg PA 17120
Fax: (717) 7878585
https://www.insurance.state.pa.us/
BBB records show a license number of 457356 for this business, issued by Insurance Department-PAThese agencies may include:
Insurance Department-PA
1321 Strawberry Square, 13th FL
Harrisburg PA 17120
Fax: (717) 7878585
https://www.insurance.state.pa.us/
BBB records show a license number of CRD# 732081 for this business, issued by Financial Industry Regulatory Authority (FINRA)These agencies may include:
Financial Industry Regulatory Authority (FINRA)
1735 K Street
Washington DC 20006
- Type of Entity:
- Corporation
- Hours of Operation
Primary
- M:
- 7:30 AM - 4:30 PM
- T:
- 7:30 AM - 4:30 PM
- W:
- 7:30 AM - 4:30 PM
- Th:
- 7:30 AM - 4:30 PM
- F:
- 7:30 AM - 4:00 PM
- Business Management
- Mr. John E. Stanojev, President/Owner
- Contact Information
Principal
- Mr. John E. Stanojev, President/Owner
Customer Contact
- Mr. John E. Stanojev, President/Owner
- Additional Contact Information
Phone Numbers
- (866) 766-9881Other Phone
- (215) 416-6716Other Phone
Email Addresses
- Sales
- Technical Support
- (866) 766-9881
Customer Complaints
0 Customer Complaints
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