Anthony Caputo [ChFEBC℠]
106 Main Street
Suites D&E
Matawan, NJ 07747
Original Certification Date: 10/23/2015
ChFEBC℠ Number: 3MAC51901
Phone: 732-970-6661
Email: anthony@grantvest.com
Website: www.grantvest.com
States Currently Licensed: AL, AZ, AR, CA, CT, DE, FL, HI, IL, IN, IA, KS, KY, MD, MA, MI, MN, MS, NJ, NY, NC, OH, PA, RI, SC, TN, TX, VA, WI
State Insurance License #: 1091558
CRD #: 5105611
Primary Insurance: As an independent Fiduciary Financial Planner, I have the ability to work with virtually any Insurance company to better serve the needs of my clients. This true independence spans across the annuity, life insurance, disability insurance & long-term care insurance industries, respectively
Primary Investment: We are a duly affiliated practice that has the ability to use 2 investment banks as our custodian, based on our clients needs, and portfolio design. This hybrid approach gives our clients access to two separate clearing firms in the industry, Charles Schwab and Hilltop Securities
Services: Our practice provides education & guidance on budgeting, pension calculations, federal employee benefits, Social Security strategies, FEGLI, Medicare and financial planning. Together we collaborate with our clients to design, build and monitor a financial plan that suits their needs
Additional Information: When not working for my clients, you will most likely find me on the sports fields, ice arena, or dance competitions with my wife and 4 children. I look forward to collaborating with you.