top of page
Empire State Building and New York City skyline at sunset

3789 Attucks Dr
Powell, OH 43065

Phone:

866-485-0803
614-485-0803

Fax:

614-486-4774

E-mail:

  • Linkedin

An Ohio Corporation

Capital City Partners, Inc.  (CCP) is a diversified financial services firm. A menu built for experienced financial professionals provides the diversity of a wirehouse with the commission payout of an Independent "boutique".  CCP can accommodate both captive and independent registered representatives, insurance agents, and investment advisors. Our FAs typically achieve higher incomes than their industry counterparts with similar production. This allows our Financial Advisors (FAs) to provide a higher level of service while still meeting their income goals.

Wealth management is provided by Capital City Securities, LLC, member FINRA, SIPC and MSRB licensed, and Capital City Asset Management Group, LLC, is a registered investment advisor. A variety of third-party asset
managers are also available, including some of the largest firms in the
industry.

Investment banking is offered through Capital City Consulting Group, LLC and RBC Clearing & Custody.

Insurance products are offered through Capital City Insurance Group, LLC.

Capital City Partners has the bandwidth and experience to provide world-class service to their advisors and clients, who include corporations, financial institutions, and individual investors.

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Suggests considering life insurance for stability during uncertain markets.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck