Capital Preservation Partners
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55 Pondfield Rd
Bronxville, NY 10708 - 914-337-2272
Hours
Chamber Rating
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Maximilian Montagnino
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.
Aug 14th, 2017 -
Jung In Park
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.
Jan 22nd, 2017
Contact Info
- 914-337-2272
Questions & Answers
Q What is the phone number for Capital Preservation Partners?
A The phone number for Capital Preservation Partners is: 914-337-2272.
Q Where is Capital Preservation Partners located?
A Capital Preservation Partners is located at 55 Pondfield Rd, Bronxville, NY 10708
Q What is the internet address for Capital Preservation Partners?
A The website (URL) for Capital Preservation Partners is: http://www.cpp.bz/
Q What days are Capital Preservation Partners open?
A Capital Preservation Partners is open:
Sunday: Closed
Monday: 9:00 AM - 6:00 PM
Tuesday: 9:00 AM - 6:00 PM
Wednesday: 9:00 AM - 6:00 PM
Thursday: 9:00 AM - 6:00 PM
Friday: 9:00 AM - 6:00 PM
Saturday: Closed
Q How is Capital Preservation Partners rated?
A Capital Preservation Partners has a 5.0 Star Rating from 2 reviewers.
Hours
Ratings and Reviews
Capital Preservation Partners
Overall Rating
Overall Rating
( 2 Reviews )Maximilian Montagnino on Google
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.
Jung In Park on Google
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.
Overall Rating
Overall Rating
( 2 Reviews )Write a Review
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