Northcoast Brokerage Agency

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1600 Peninsula Dr Ste A
Erie, PA 16505
+1 (814) 835-4811
https://capitasfinancial.com

Capitas Financial Inc. is a life insurance brokerage firm that operates on both national and local levels, offering a superior portfolio of insurance products and services tailored for ultra-high net worth clients. By leveraging a collaboration of local and national resources, the firm provides creative financial and insurance-based planning strategies to enhance client relationships.

With partnerships among respected financial institutions such as Morgan Stanley, UBS, and Raymond James, Capitas Financial emphasizes customized solutions to meet specific client needs. The firm is recognized for its commitment to security, having achieved a System Organization Control (SOC) certification, ensuring robust cyber security practices are in place.

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United States›Pennsylvania›Erie›Northcoast Brokerage Agency

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