Capital Estate Advisors

Capital Estate Advisors, Inc. is a small, independent Registered Investment Advisory (RIA) firm based in New York City. Founded in 1993 by Paul Reback, the company employs three individuals and generates approximately $2.5 million in annual revenue. Capital Estate Advisors, Inc. acts as a fiduciary, putting its clients' interests first and providing personalized financial guidance. The firm specializes in asset management, estate planning, and wealth preservation. Their services cater to a diverse clientele seeking to grow and protect their assets while maintaining their desired lifestyles. Capital Estate Advisors, Inc. takes a comprehensive approach, working closely with clients to understand their unique needs and goals. This includes identifying suitable investment strategies, optimizing estate plans, and coordinating with other professionals like attorneys, accountants, and trust officers. What sets Capital Estate Advisors, Inc. apart is their unwavering commitment to personalized service. They believe in building long-term relationships with clients based on trust and transparency. They pride themselves on offering tailored advice, free from hidden agendas or cookie-cutter solutions. The firm's partnership with Fidelity Investments ensures secure and efficient execution of stock and bond transactions on behalf of their clients. For inquiries regarding Capital Estate Advisors, Inc. and their services, please visit their website at paulreback.com.