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WE ARE HERE TO
HELP.
Across all markets
EXPERIENCED
PROFESSIONALS.
For any questions you have
COLLABORATIVE
APPROACH.
To help ensure your success
INVESTMENT PLANNING
Investing to meet your goals without proprietary investment products.
ESTATE PLANNING
Protecting your assets and cementing your legacy.
TAX PLANNING
Increasing tax efficiency and leveraging the tax code.
RETIREMENT PLANNING
Creating efficient retirement income and managing risk.
Legacy Planning
Funding next generation education or charitable causes.
Employee Compensation
Optimizing your income to meet your financial goals.
Contact Capital Management Securities, Inc
By Phone: 952-893-1200
By Fax: (952)893-0133
By Email: mglennie@cap-mgt.com
Or in person:
7900 Xerxes Avenue So., Suite 500
Bloomington, MN 55431
Over 40 years in business
Over 200 years combined experience
1.6 B Assets Under Management
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