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Capital Preservation Partners

5.0

About this business

Location details

55 Pondfield Rd, Yonkers, NY, 10708, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
5.06 reviews
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Juan Gonzalez's profile image
Juan Gonzalez 
a month ago

Leo Gjoni our financial advisor at Capital Preservation Partners has been very helpful to us in planning a sound, effective financial strategy at every critical point in our lives. We are very happy with his attention to detail and vision. His kindness and concern are greatly appreciated. 

A E's profile image
A E 
6 months ago

I can’t say enough great things about my financial advisor, Ilir Leo Gjoni. He has truly done wonders with my Roth accounts not just for me, but for my entire family as well. His professionalism, knowledge, and attention to detail are second to none. What stands out most is how quickly he responds to any questions or concerns, always making me feel not just comfortable, but confident in the decisions we’re making together. Thanks to Ilir and Capital Preservation Partners, I feel secure knowing my financial future is in the r... read more

Valerie Rifelli's profile image
Valerie Rifelli 
8 months ago

Leo Gjoni and his most excellent staff at Capital Preservation Partners have been managing my family's finances for many years. With his skill and expertise he has successfully overseen our investments for the future generations of our family. He is an Incredibly upstanding human being and I am so grateful that he has been our partner for all these years. You will find no one finer to handle all your financial needs. 

Ronald Goldstein's profile image
Ronald Goldstein 
10 months ago

Four years ago, I took a chance on this financial firm because I was impressed by Leo’s attitude — and it turned out to be one of the best decisions I’ve ever made. I’m extremely satisfied with the service and highly recommend them 

Maximilian Montagnino's profile image
Maximilian Montagnino 
8 years ago

Capital Preservation Partners has very knowledgeable people working for them. Leo and Michael helped me open up a retirement account and they sat with me to answer any questions or concerns I had. I will be continuing to use them as financial planners and advisers because of how wonderful of a job they do. 

Frequently asked questions about Capital Preservation Partners

How is Capital Preservation Partners rated?

Capital Preservation Partners has a 5 star rating with 6 reviews. 

When is Capital Preservation Partners open?

Capital Preservation Partners is closed now. It will open at 9:00 a.m. 

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