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.

Moving to a new state may have tax consequences that can follow you long after you settle in.

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

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How much will it cost to pay off a loan over its lifetime?

How much life insurance would you need to produce a sufficient income stream for your family?

How much Disability Income Insurance do you need?

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