The Capital Group - Madison, Wisconsin

Address: 406 Science Dr, Madison, WI 53711.
Phone: 82685100.
Website: tcgwi.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 35 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of The Capital Group

The Capital Group 406 Science Dr, Madison, WI 53711

⏰ Open Hours of The Capital Group

  • Monday: 8 AM–4:30 PM
  • Tuesday: 8 AM–4:30 PM
  • Wednesday: 8 AM–4:30 PM
  • Thursday: 8 AM–4:30 PM
  • Friday: 8 AM–4:30 PM
  • Saturday: Closed
  • Sunday: Closed

The Capital Group: Una empresa de asesoramiento financiero

Con sede en Madison, WI, The Capital Group es una empresa de asesoramiento financiero con más de 20 años de experiencia. Su equipo de expertos en finanzas ofrece servicios personalizados para ayudar a sus clientes a alcanzar sus objetivos financieros.

Especialidades

Las especialidades de The Capital Group incluyen asesoramiento financiero, planificación financiera, inversión y gestión de patrimonio.

El equipo de expertos de The Capital Group trabaja estrechamente con sus clientes para comprender sus necesidades y objetivos financieros, y desarrollar planes personalizados para ayudarlos a alcanzar su éxito financiero.

Ubicación

La sede de The Capital Group está ubicada en 406 Science Dr, Madison, WI 53711.

Pueden contactarlos por teléfono al 826-85100 o visitar su sitio web en tcgwi.com.

Otras características

The Capital Group tiene un entrada para personas con discapacidad accesible, un estacionamiento para personas con discapacidad accesible y un baño para personas con discapacidad accesible.

Se recomienda hacer una cita con anticipación para asegurar un tiempo de atención.

Opiniones

Esta empresa tiene 35 reseñas en Google My Business.

La opinión general es muy positiva, con un promedio de 5/5 estrellas.

Los clientes elogian al equipo de expertos de The Capital Group por su profesionalismo, conocimiento y capacidad de comprender las necesidades individuales de cada cliente.

Características clave

Finanzas, planificación financiera, inversión, gestión de patrimonio

Ubicación: 406 Science Dr, Madison, WI 53711

Teléfono: 826-85100

Website: tcgwi.com

Puntos de interés

Entrada para personas con discapacidad accesible

Estacionamiento para personas con discapacidad accesible

Baño para personas con discapacidad accesible

👍 Reviews of The Capital Group

The Capital Group - Madison, Wisconsin
Nate O.
5/5

I have been with John and The Capital Group for more than twenty years. John is a great resource and a trusted partner to make sound financial investment decisions. I would highly recommend John to if you’re looking for a financial advisor and want to create a plan for retirement planning and overall financial independence in the future.

The Capital Group - Madison, Wisconsin
Tom V.
5/5

Sandi and I had a very informative meeting with John Litscher, The Capital Group, on a very cold January day. His presentation of our accounts and explanation of stocks and bonds and how they worked in our accounts was very clear and easy to understand. We felt treated as his best customers and we are feeling very good with whom our money is invested.

The Capital Group - Madison, Wisconsin
Karen G.
5/5

John and Colleen at the Capital Group have been exceptional investment advisors. I’ve entrusted John and his team with my retirement funds for several years now. This group is competent, knowledgeable, responsive to my investment preferences and my ongoing financial needs. They have earned a level of trust that is critical when handling long term retirement security. I would recommend John and his team to anyone searching for a highly capable and honest team of investment professionals.

The Capital Group - Madison, Wisconsin
Jordan B.
5/5

My spouse and I have been working with Kevin for nearly 20 years, through multiple life, work, and income stages. He has been a thoughtful partner who always has our current and future best interest in mind. Kevin is a great listener and has been responsive to a wide variety of questions and ideas through the years. He has helped us build stability as we look ahead to future possibilities.

The Capital Group - Madison, Wisconsin
Philip W.
5/5

Kevin Mohr at The Capital Group has been my financial advisor for 21 years. Kevin is a financial advisor who have proven to be someone who always has my best interests in mind. Thanks in part to Kevin, I am enjoying a financially secure retirement. I would recommend The Capital Group to anyone who asks.
Philip

The Capital Group - Madison, Wisconsin
Dale B.
5/5

I started working with the Capital Group/Lincoln Financial in May of 2017. My wife started using this firm to manage her IRA back in 2002. We have both found the financial experts to be highly professional, personable and candid. Kevin Mohr has definitely guided us to make decisions that not only incorporate our financial interest, he has helped us plan and achieve legacy investments for our grandchildren. The whole team at the Capital Group has always treated us with the utmost respect and professionalism. Whether you walk into the office for a meeting or be it a simple phone call, you're treated like family. I have and will continue to recommend them to friends and colleagues. In closing, I have become a loyal patron of the people who represent this brand. Without them, there is no brand!
Sincerely,
Dale Bauerkemper

The Capital Group - Madison, Wisconsin
69wendt1
5/5

I've been a customer of The Capital Group for well over 15 years. I'm very satisfied with their services. They keep me up-do-date regarding my portfolio. And they make recommendations as needed. When I ask questions, they are very prompt. Most importantly, I'm satisfied with the ongoing results of my portfolio.

The Capital Group - Madison, Wisconsin
Tyson H.
5/5

John and his team take the time every year to meet with us, go over our financial game plan, make adjustments for our investment and savings goals and offer guidance in areas we can improve upon to reduce tax liabilities and increase investment opportunities.

Honest, trustworthy and no pressure financial advice and guidance.

Highly recommend!

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