Capital Concierge
Finance · Kansas, United States · 1-10 Employees
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Overview
Headquarters
3200 Mesa Way Ste A, Lawrence, Kansas, 6...Phone Number
(785) 251-0999Website
www.thecapitalconcierge.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Capital Concierge
The Capital Concierge is a financial planning firm based in Lawrence, KS, offering a range of services including wealth management, retirement planning, insurance optimization, and estate planning. They focus on delivering a personalized financial experience tailored to individual client needs, both personal and business-related. Their intended clients include individuals seeking comprehensive financial strategies and businesses looking for professional consulting and planning services. The firm emphasizes a commitment to understanding client goals and providing efficient pathways to achieve financial success.Explore more
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Capital Concierge Tech Stack
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The Capital Concierge is a financial planning firm based in Lawrence, KS, offering a range of services including wealth management, retirement planning, insurance optimization, and estate planning. They focus on delivering a personalized financial experience tailored to individual client needs, both personal and business-related. Their intended cli... Read More
