Anthony Caputo

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



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.