David M. Capozzi


    Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Financial Education, Estate Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, Charitable Giving, College Funding Strategies, Retirement Strategies, LGBTQ

    Languages: English

    Knowledge is the key to a successful financial future.  My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.  Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.

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    Capstone Financial - Cool Spring Blvd

    Satellite Office

    6640 Carothers Parkway Suite 210
    Franklin, TN 37067

    CRN202207-267436