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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
5.05 reviews
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A E's profile image
A E 
a month 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 
3 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 
5 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 
7 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. 

Jung In Park's profile image
Jung In Park 
7 years ago

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 5 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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