The Design Capital Planning Group, Inc

Financial ServicesNew York, United States2-10 Employees

Our mission at Design Capital is to help our clients make smart decisions about their money.

Our team of qualified professionals is trained to assist our clients in choosing the right course of action to suit their individual needs. This requires time, experience, knowledge and expertise.

We at Design Capital believe that financial planning is an intimately personal business. As a Design Capital client, you will be part of a team that will guide you through the maze of changing tax laws and economic cycles. 

Our goal is to help you reach your goals.

We are involved in various areas:

1. Tax Planning

2. Investment Planning

3. Insurance Planning

4. Education Needs Planning

5. Retirement Planning 

6. Legacy Planning

7. Business Planning



Social media disclosure-Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Sign up for free to view info

Email Format Employee directory