Capitas Financial

Jan 13, 2007

  1. L5tc
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    L5tc Super Genius

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    I saw them recommended and wonder if anyone else has had any experience. I seriously looking to bouce quickly out the "captive" agent world and need to get situated.

    I'm going a bunch of pension planning and do not want to stay only with fixed products. Are they a broker/dealer? It appears they are but to what extent I'll have access to a book of funds is what I'm concerned with.

    Thanks!
     
  2. GreenSky
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    GreenSky Guru

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    Sorry for taking so long to respond but I was busy.

    Never heard of them.

    Rick
     
  3. Tampa Bay Rep
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    Tampa Bay Rep Guru

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    Better late than never. LOL
     
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