Capital Planning Associates Email Formats
Financial Services • 
Ville Platte, Louisiana, United States • 1-10 Employees
Key Contact at Capital Planning Associates
Jessica V. Johnson
Agent/Marketing Director
Company overview
| Headquarters | 616 W Main St., Ville Platte, LA 70586, US |
| Phone number | +18558815440 |
| Websites | |
| NAICS | 52 |
| Keywords | Health Insurance, Financial Planning, Life Insurance, Retirement Income Strategies |
| Founded | 1989 |
| Employees | 1-10 |
About Capital Planning Associates
It is important to know who we are and what we do for our clients at Capital Planning Associates. It is most important that you know why we do what we do. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Our firm is dedicated to helping our clients to maximize their financial opportunities by building a game plan to deal with savings, debt, investments and insurance. We help our clients to preserve their wealth and to work towards their financial goals. Licensed to sell insurance products in Louisiana, Texas, Mississippi, Oregon, Colorado and North Carolina. Investment advisory services offered through AE Wealth Management, LLC (AEWM). AEWM and Capital Planning Associates, LLC are not affiliated entities. Investing involves risk including the potential loss of principal.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Capital Planning Associates has never raised funding before.
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