Investments
Caputa & Associates, Ltd. is a comprehensive Tax & Investment Planning Firm.
Our philosophy is to provide our clients with both personal and professional service. We offer Fee based asset management services, Tax Preparation & Planning, Insurance and a full range of investment products.
Our mission is to create and maintain wealth for our clients through long term effective planning.
We build our relationship based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.