welcome CFS team and clients
As of October 1, 2013, Capelli Financial Services, Inc. has united with the Planning Alternatives team to provide you extraordinary resources and services. Capelli Financial Services, Inc., a nationally acclaimed firm, brings proven methodology and rich experience to the combined company.
With highly aligned philosophies and processes, you have access to skilled professionals, solid applications and the best practices of two highly regarded teams. We are credentialed, connected and available when you need us most. We've chosen to unite under the Planning Alternatives name. Even though you will no longer see "Capelli", know that Capelli DNA is inherent in our communal fiber.
— Nathan Mersereau & Marilyn Capelli Dimitroff