Anthony Caputo [ChFEBC℠]
1400 VFW Parkway
West Roxbury, MA 02132
Original Certification Date: 10/23/2015
ChFEBC℠ Number: M310915AC
States Currently Licensed: CA, DE, IL, MA, MD, PA, NJ, NY, RI, TX, WI
Primary State Insurance License #: 1091558
CRD #: 5105611
Primary Insurance: As an independent financial advisor, I have the ability to work with almost any insurance company to find the best fit for my client’s annuity, life insurance, disability insurance, long-term care, and other insurance needs.
Primary Investment: As an independent financial advisor, I have the ability to work with almost any investment company to find the best fit for my clients.
Services: Comprehensive federal benefit planning, FERS & CSRS pension calculations, social security & supplement calculations, TSP strategies, FEGLI planning, retirement planning.