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Capital Strategies & Investments, Inc. (CSI) was founded in 1987 to provide comprehensive financial planning and investment advisory services to individuals, small businesses, tax qualified and nonqualified retirement plans and trust accounts.

We provide financial planning and investment advisory services on a fee for service basis.

Professional Services

401(k) Plans and Accounts

403(b) Accounts

Individual Equities

Small Business Retirement And Benefit Plans

IRA Rollovers/Lump Sum Distributions

Money Management

Investment Advisory Services

Asset Allocation

Retirement Planning

Financial Planning