Anthony Caputo

Anthony Caputo [ChFEBC℠]

106 Main Street
Suite D
Matawan, NJ 07747

Original Certification Date: 10/23/2015

ChFEBC℠ Number: 310M15C9A

Phone: 732-970-6661
Fax: 888-595-7671



States Currently Licensed: CA, DE, IL, MA, MD, PA, NJ, NY, RI, TX, WI

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 a financial planner professional and fiduciary, I am committed to helping people just like you, create investment solutions for their investment and retirement assets. I enjoy collaborating with clients to design, implement and monitor customized planning strategies to suit their short, intermediate and long-term planning goals

Services: Comprehensive federal employee benefit planning, FERS & CSRS pension calculations, Social Security & supplement calculations, TSP strategies, FEGLI planning, financial & retirement planning, investment planning and related financial matters