Capital Management Services, Inc. Employee Directory

Investment ManagementPennsylvania, United States11-50 Employees

Capital Management Services, Inc. was established as a Registered Investment Advisor in 1986. However, we have been providing comprehensive financial services since 1976. CMS, Inc. is registered with the Securities Exchange Commission. We offer a full range of financial services, including private investment counsel through major Investment Advisory Firms. This provides our clients with access to some of the nation's most successful and recognized institutional separate account managers.

Capital Management Services, Inc. provides services to over 500 clients throughout the United States from its headquarters in Wayne, Pennsylvania. The majority of our clients are business owners, corporate executives and professionals, a clientele with planning needs ranging from simple to complex.

Feldman and Associates is an insurance and executive benefit planning firm, comprised of a select group of independent consultants who have joined together to provide quality advice and well-designed products to individuals as well as professional and corporate clients.

Our consultants have broad experience and proven expertise in specific areas of insurance, investments*, benefit planning and retirement programs. They are used to working with closely-held businesses and professional firms as well as individuals regarding their insurance and estate planning needs.

For more information, contact:

Michael E. Feldman, CFP®
Capital Management Services, Inc.
175 Strafford Ave, Suite 300, 
Wayne, PA 19087
1-800-664-0442

 

*Securities are offered solely through Registered Representatives of Comprehensive Asset Management and Servicing, Inc.  Capital Management Services, Inc. and Feldman and Associates are independent of Comprehensive Asset Management and Servicing, Inc.

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