This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Capital Preservation Partners
- Financial Services
- Yonkers, NY
About this business
Capital Preservation Partners are Investment advisors that understand life is unpredictable and everyone person has their own specific financial circumstances. That is why we take the time to personally know our clients and form a tailored financial plan for them.
Location details
55 Pondfield Rd, Yonkers, NY, 10708, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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
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.
I chose to use this firm as my financial planners because of how sincere their Vice President Leo Gjoni was when I met with him for the first time. He is incredibly learned in the field of wealth management and is a definite people person. He took the time to fully understand the situation of myself and my business. When meeting with him I truly felt he knew what he was doing and has my interests at heart. He helped me through every part of the process of opening the accounts. And he was able to answer all of my questions. I... read more
Frequently asked questions about Capital Preservation Partners
How is Capital Preservation Partners rated?
Capital Preservation Partners has a 5 star rating with 3 reviews.
When is Capital Preservation Partners open?
Capital Preservation Partners is open now. It will close at 6:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com