Kenneth Cappelli, AIF

Kenneth Cappelli, AIF

Vice President

Phone: (215) 640-3829
Fax: (215) 569-2680
E-mail:
 

Over the course of three decades, I've worked closely with business owners on the design and implementation of corporate and individual retirement plans, investment planning, wealth accumulation, executive benefits, cash balance plans, defined benefit plans, and defined contribution plans.

As Vice President of Firstrust Financial Resources, LLC one of Philadelphia's oldest and most respected financial institutions in the region, my team and I are able to provide the resources, expertise, time, and dedication for an outstanding experience for my clients.

 

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Firstrust Financial Resources is not owned or operated by AXA Advisors, LLC or its affiliates.