Capital Resource Group - Littleton, Colorado

Capital Resource Group: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Capital Resource Group stands as a reputable and accessible service provider. Located at 8071 Shaffer Pkwy, Littleton, CO 80127, United States, and reachable at 3032335150, the firm offers personalized strategies designed to help clients achieve their long-term financial goals. Their website, crg1.com, provides a wealth of information and facilitates convenient online appointment scheduling.

About Capital Resource Group

Capital Resource Group is a dedicated firm specializing in financial planning. They assist clients with a wide array of services, including retirement planning, investment management, estate planning, and tax optimization. The firm’s philosophy centers around building strong, trusting relationships with their clients, understanding their unique circumstances, and crafting tailored solutions to meet their specific needs. They emphasize a holistic approach, considering all aspects of a client’s financial life to create a comprehensive plan.

Location and Accessibility

The firm’s physical address at 8071 Shaffer Pkwy, Littleton, CO 80127, offers convenient on-site services. Notably, they prioritize accessibility for all clients. The facility features a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that individuals with mobility limitations can readily access the office. Furthermore, a wheelchair-accessible toilet is available on-site. General appointments recommended to allow for in-depth consultations and personalized planning. The location in Littleton, Colorado, provides access to a thriving business community and a comfortable environment for client meetings.

Services Offered

• Financial Planning: Comprehensive planning encompassing retirement, investment, and estate planning.
• Retirement Planning: Strategies to help clients maximize their retirement savings and income.
• Investment Management: Portfolio construction and ongoing management tailored to individual risk tolerance and goals.
• Estate Planning: Assistance with wills, trusts, and other estate planning documents.
• Tax Optimization: Strategies to minimize tax liabilities and maximize after-tax returns.

Capital Resource Group understands that every client's situation is unique. They take the time to thoroughly assess each client’s financial situation, objectives, and risk tolerance before developing a customized plan. They leverage sophisticated planning tools and techniques to create strategies that align with their clients’ goals.

Client Feedback and Reputation

Capital Resource Group currently has 2 reviews on Google My Business, with an average opinion of 3/5. While some clients have expressed satisfaction with the firm’s expertise and personalized service, others have indicated that the communication could be improved. The firm is actively seeking feedback from its clients to continually enhance its services and client experience. It’s advisable for prospective clients to read these reviews to gain a more complete understanding of the firm’s strengths and areas for potential development. The reviews highlight the importance of proactive communication and a clear understanding of client expectations.

Contact Information and Online Resources

To schedule an online appointment or to learn more about Capital Resource Group’s services, please visit their website at crg1.com. You can also contact them directly by phone at 3032335150. The firm is committed to providing convenient and accessible service to its clients.