Capital Advisory Services, LLC |8240 Beckett Park Dr BWest ChesterOH45069 | (513) 942-7000

Capital Advisory Services, LLC

8240 Beckett Park Dr B
West Chester, OH 45069

Capital Advisory Services, LLC- Investing For The Future -(513) 942-7000

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Financial Advisors In West Chester, OH

Planning for your financial future is made simple with Capital Advisory Services, LLC. We are a financial advisory firm in West Chester, OH, providing people with tested financial strategies so they can build wealth and enjoy a comfortable retirement.

If you’re interested in learning more about your investment possibilities, contact of our team today! Call (513) 942-7000 now to get started.

Schedule A Free Consultation

Investing For The Future

Investing well starts with understanding what you value. Our team of financial advisors will not only give you strategies to build wealth. We will help you to clarify what a successful retirement looks like for you.

From there, we’ll develop a personalized investment strategy to give you the best chance at accomplishing your investment goals.

Our Services Include:

Retirement Income Planning
Asset Management
Comprehensive College Planning
Long-Term Retirement Asset Planning
Insurance Planning
Retirement Plan Rollovers
Financial Planning
Tax Planning
Estate Conservation

No matter what stage of the investment process you are in, we would love to help you. Contact us today to get started.

Contact Us

Capital Advisory Services, LLC offers two convenient offices to best serve the West Chester and Van Wert communities. Please see the Van Wert link above for more information about this firm and advisor on FINRA's BrokerCheck.

Take your first step toward investing in your future by contacting Capital Advisory Services, LLC today! You can do this by either calling us at (513) 942-7000 or filling out the form below. We look forward to working with you.

Schedule A Free Consultation

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Come visit us online @ http://www.capadvisor.net/

Accepted Payment Methods:

Debit Card

Business Hours:

Monday	9:00 AM	–	5:00 PM
Tuesday	9:00 AM	–	5:00 PM
Wednesday	9:00 AM	–	5:00 PM
Thursday	9:00 AM	–	5:00 PM
Friday	9:00 AM	–	5:00 PM

Saturdays and Sundays are by appointment only

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Capital Advisory Services, LLC

8240 Beckett Park Dr B
West Chester, OH 45069

(513) 942-7000

Securities offered through Berthel Fisher & Company Financial Services Inc. (BFCFS) Member FINRA/SIPC.

Investment Advisory Services are offered through Capital Advisory Services, LLC. Capital Advisory Services, LLC is independent of BFCFS.

Our firm does not provide legal or tax advice. There are risks involved with investing which may include market fluctuation and possible loss of principal value.