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The Capital Group
The Capital Group : une planification financière et des conseils en investissement fiables qui créent une feuille de route claire vers votre avenir financier.
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Business
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The Capital Group : une planification financière et des conseils en investissement fiables qui créent une feuille de route claire vers votre avenir financier.
The Capital Group, situé au 406 Science Dr, Madison, WI 53711, propose des services financiers et de conseil, y compris la planification financière et des conseils en investissement. Sous la direction de John Litscher et d'une équipe de confiance, ils élaborent des feuilles de route personnalisées pour l'avenir financier de leurs clients. Les clients louent l'écoute, l'intégrité et des conseils clairs et attentifs au fil des décennies.
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Des plans détaillés et personnalisés adaptés à vos objectifs individuels, couvrant la retraite, l'éducation et la gestion de patrimoine.
Des conseils d'expert sur la gestion de portefeuille, l'allocation d'actifs et les stratégies d'investissement pour optimiser les rendements.
Des stratégies personnalisées pour sécuriser votre avenir financier et assurer une retraite confortable.
Des services holistiques pour développer et protéger vos actifs grâce à une analyse attentive et à des ajustements.
Disponibilité continue pour répondre à vos questions, effectuer des ajustements et vous guider à travers les changements financiers et les événements de la vie.
Revendiquez The Capital Group pour mettre à jour les informations, répondre aux avis et accéder aux statistiques.
Note globale
Jay Jurrens
TCG (formerly Lincoln) has been our place since the beginning of your careers. We trust in John Litscher completely. Rates of return have been consistently favorable throughout the market peaks and valleys. Highly recommend John and his team!
Jenelle Gierhart-Sutter
Long-time clients of Kevin and the team at The Capital Group! They are our go-to for all things investment and retirement. Always professional, incredibly helpful, and consistently reliable with their advice.
Pixie Hoopes
Colleen Anderson is a valued guide as I navigate financial decisions surrounding retirement. She goes above and beyond to clarify my long-term goals, fill gaps in my financial knowledge, and offer thoughtful, well-reasoned recommendations. Colleen's responsiveness and the genuine care she brings to every conversation are exceptional. She is always sensitive to my risk concerns and takes the time to answer questions thoroughly, making complex issues easy to understand. I have tremendous confidence in Colleen’s expertise and feel very reassured knowing my retirement planning is in capable hands. I highly recommend her to anyone looking for a knowledgeable, responsive, and caring financial advisor.
susie swenson
Kevin Mohr has gone above and beyond in helping us achieve our financial goals to secure a successful retirement. In addition, his staff support has been incredible over the years and helped facilitate fast transactions when timing was of the utmost importance. Kevin’s knowledge, experience and continued guidance has helped us feel secure in an uncertain world! We are forever thankful that we discovered the Capital Group in Madison!
Dean Brasser
I’ve been working with the folks at The Capital Group now for at least 25 years. John Litscher and his excellent team continue to provide us with friendly and capable investment advice as our lives have evolved from the working years into retirement.
Eliada Rodeheaver
Kevin and his team have been helping me navigate my finances and insurance for the past 5-6 years. As a young adult with little knowledge of personal finance, Kevin and his team have helped me significantly in learning the most effective ways to manage my money, especially with starting early in saving for retirement. They also got me through a slog of insurance underwriting with an uncommon preexisting condition that I'm fairly certain wasn't a fun experience for them. I highly recommend!
