5C Capital Management, LLC - White Plains, New York

Address: 707 Westchester Ave Suite 210, White Plains, NY 10604.
Phone: 73310648.
Website: 5cwealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.

📌 Location of 5C Capital Management, LLC

5C Capital Management, LLC 707 Westchester Ave Suite 210, White Plains, NY 10604

⏰ Open Hours of 5C Capital Management, LLC

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

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5C Capital Management, LLC: A Comprehensive Overview

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For individuals and families seeking expert financial planning services, 5C Capital Management, LLC presents itself as a dedicated provider. Located at 707 Westchester Ave Suite 210, White Plains, NY 10604, with a readily accessible phone number at 73310648, and a detailed website at 5cwealth.com, the firm aims to offer tailored solutions to meet diverse financial goals. This document provides a detailed exploration of 5C Capital Management, outlining its key characteristics, service offerings, accessibility features, and current market perception.

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Company Background and Specialties

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5C Capital Management, LLC is a registered investment advisor (RIA) specializing in comprehensive financial planning. Their core focus revolves around helping clients develop and implement strategies to achieve their short-term and long-term financial objectives. They address a broad spectrum of needs, encompassing retirement planning, investment management, estate planning, tax optimization, and college savings. The firm’s approach emphasizes a collaborative partnership with clients, prioritizing understanding their unique circumstances, risk tolerance, and aspirations. They maintain a commitment to delivering transparent and unbiased advice, fostering trust and long-term relationships.

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Location and Accessibility

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The company’s physical address at 707 Westchester Ave Suite 210, White Plains, NY 10604, positions them within a thriving commercial district, providing convenience for clients in the Westchester County area and beyond. 5C Capital Management recognizes the importance of inclusivity and accessibility. The office boasts several key features designed to accommodate clients with mobility challenges: a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Furthermore, the firm prioritizes client convenience by recommending appointments to ensure sufficient time for thorough consultations. The presence of a standard restroom facility further contributes to a comfortable and welcoming environment for all visitors.

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Client Feedback and Reputation

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Currently, 5C Capital Management, LLC has 0 reviews on Google My Business, indicating a limited public record of client experiences. The average opinion is 0/5, suggesting a lack of recent feedback. While this represents a potential area for improvement, it is important to acknowledge that the company is relatively new or has not yet garnered significant online reviews. It’s crucial for prospective clients to conduct their own due diligence and seek independent verification of the firm's credentials and performance.

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Key Services Offered

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  • Retirement Planning: Assistance with developing strategies to accumulate and manage retirement savings.
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  • Investment Management: Portfolio construction and ongoing management tailored to individual risk profiles and financial goals.
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  • Estate Planning: Guidance on wills, trusts, and other estate planning tools to ensure assets are distributed according to client wishes.
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  • Tax Optimization: Strategies to minimize tax liabilities and maximize after-tax returns.
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  • College Savings Planning: Development of plans to save for higher education expenses.
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  • Financial Education: Providing clients with the knowledge and tools needed to make informed financial decisions.
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Contact Information and Website

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Clients can readily connect with 5C Capital Management, LLC through the following channels:

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  • Address: 707 Westchester Ave Suite 210, White Plains, NY 10604
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  • Phone: 73310648
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  • Website: 5cwealth.com
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The firm’s website serves as a valuable resource, providing detailed information about their services, team members, and investment philosophy. It's recommended to explore the website thoroughly to gain a deeper understanding of 5C Capital Management’s approach and capabilities. Prospective clients are strongly encouraged to schedule an appointment to discuss their specific financial needs and explore how the firm can assist them in achieving their goals. Considering the lack of existing reviews, prioritizing a direct conversation with a representative is advisable to assess the firm’s suitability and build a strong client relationship.

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"summary": "5C Capital Management, LLC is a financial planning firm located in White Plains, NY, offering comprehensive services like retirement and investment planning, prioritizing client relationships and accessibility.",
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