Anthony Caputo [ChFEBC℠]
Original Certification Date: 10/23/2015
Address: 106 Main Street Suite D
Matawan, NJ 07747
States Currently Licensed: AL, AZ, AR, CA, DE, IL, IN, IA, KY, MD, MA, MI, MS, MO, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WI.
Primary State Insurance License #: 1091558
CRD #: 5105611
Primary Insurance Companies: 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.
Services: Comprehensive federal benefit planning, FERS & CSRS pension calculations, social security & supplement calculations, TSP strategies, FEGLI planning, retirement planning.
Primary Investment Companies: As an independent financial advisor, I have the ability to work with almost any investment company to find the best fit for my clients.
Other Information: Mr. Anthony J. Caputo began his career in the financial services industry as a Wealth Advisor for the premier banking and investment division of Bank of America investments/Merrill Lynch. He established an independent planning practice in 2009 to better serve the growing needs of his clients. With fice professional licenses, Anthony is able to offer personalized investment strategies aimed at servicing, managing and preserving the wealth of you and your family. Anthony has a Bachelor of Arts degree from Hofstra University and currently resides in Monmouth County, NJ with his wife Julia, and three children.