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Capacity Financial Planning & InvestmentsFinancial advisor in Reading, PA

Capacity Financial Planning & Investments is a financial advisor at 1001 James Dr Ste B32, Leesport, PA 19533.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

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Key facts

Key facts about Capacity Financial Planning & Investments
Address1001 James Dr Ste B32, Leesport, PA 19533, Reading, PAGet directions
Phone(610) 750-9126

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial Plannersbusiness name

Service area

Serves Reading and 5 towns within 25 miles: Wyomissing, Ephrata, Pottstown, Lebanon and Pottsville.

Based in Reading, PAView on map

Questions about Capacity Financial Planning & Investments

What areas does Capacity Financial Planning & Investments serve?

Serves Reading and 5 towns within 25 miles: Wyomissing, Ephrata, Pottstown, Lebanon and Pottsville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Capacity Financial Planning & Investments?

Call Capacity Financial Planning & Investments on (610) 750-9126. The business is at 1001 James Dr Ste B32, Leesport, PA 19533, Reading, PA. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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