Capital Preservation Partners - Bronxville, New York

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Capital Preservation Partners - A Leading Financial Services Firm

Capital Preservation Partners, located at 55 Pondfield Rd, Bronxville, NY 10708, United States, is a renowned financial services firm that has been serving clients with exceptional financial planning, accounting, and business management solutions. The firm can be contacted at 9143372272 or through their website at cpp.bz.

With specialties in financial planning, accounting, business center services, business management consulting, educational consulting, financial consulting, financial institutions, real estate consulting, and tax consulting, Capital Preservation Partners has become a one-stop solution for all your financial needs.

The firm is committed to providing a comfortable and accessible environment for all its clients, with facilities such as wheelchair-accessible parking, entrance, and toilets. It is recommended to book an appointment before visiting to ensure a smooth experience.

Capital Preservation Partners has garnered positive reviews from its clients. With an average rating of 5/5 based on 2 reviews on Google My Business, the firm has proven its dedication to client satisfaction and exceptional service delivery. One client, in particular, praised the firm's Vice President, Leo Gjoni, for his sincerity, expertise, and ability to understand their unique situation.

Capital Preservation Partners stands out in the financial services industry due to its comprehensive range of services, commitment to client satisfaction, and accessible facilities. Whether you are looking for financial planning, accounting services, or business management solutions, Capital Preservation Partners is definitely worth considering.

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👍 Reviews of Capital Preservation Partners

Jung I. P.

5/5

I chose to use this firm as my financial planners because of how sincere their Vice President Leo Gjoni was when I met with him for the first time. He is incredibly learned in the field of wealth management and is a definite people person. He took the time to fully understand the situation of myself and my business. When meeting with him I truly felt he knew what he was doing and has my interests at heart. He helped me through every part of the process of opening the accounts. And he was able to answer all of my questions. I absolutely recommend this firm.

Maximilian M.

5/5

Capital Preservation Partners has very knowledgeable people working for them. Leo and Michael helped me open up a retirement account and they sat with me to answer any questions or concerns I had. I will be continuing to use them as financial planners and advisers because of how wonderful of a job they do.