Capvest Financial Group
Capvest Financial Group is an independent, fee-only financial life planning and investment advisory firm located in Henrietta, NY. They offer comprehensive, personalized services to individuals, small businesses, and non-profit organizations, helping them reach their financial goals through sound and objective financial advice and planning.
With over three decades of experience in the financial services industry, Capvest Financial Group is led by C. Jay Cappon, a highly qualified and committed professional. They provide diverse, flexible, and affordable services, focusing on long-term relationships with their clients and offering customized financial plans that are continuously monitored and adjusted to meet changing needs.
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