General Info

Capital Planners, established in 1983, is one of the largest financial services firm in Ohio. It offers a wide range of securities products and services through Park Avenue Securities. The company provides different investment options, including more than 7,500 mutual funds from over 350 fund families, stocks, bonds, certificate of deposits, variable life, annuities, and unit investment trusts. It merged with Luttner Financial Group in 2002. Capital Planners is an agency of the Guardian Life Insurance Company of America, and offers the full range of Guardian products, including individual disability income insurance, long-term care insurance and life insurance. The firm also offers estate planning, trust services, retirement plans, employee benefits and business planning services. Capital Planners is located in Beachwood, Ohio.