BA
Senior Financial Advisor
CG
Client Service Assistant
CM
Retirement Plan Advisor
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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
About Capital Concierge
The Capital Concierge offers a range of financial services including estate and legacy planning, mortgage brokerage, Medicare consulting, insurance optimization, and wealth management. Their mission is to create personalized financial strategies tailored to individual goals, ensuring a comprehensive and exceptional financial experience. They cater to both personal and business clients, focusing on retirement services, risk management, and investment solutions. The firm emphasizes a concierge approach to client engagement, aiming to understand unique needs and provide efficient pathways to financial success.Explore more
Capital Concierge Org Chart
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Frequently Asked Questions Regarding Capital Concierge
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The Capital Concierge offers a range of financial services including estate and legacy planning, mortgage brokerage, Medicare consulting, insurance optimization, and wealth management. Their mission is to create personalized financial strategies tailored to individual goals, ensuring a comprehensive and exceptional financial experience. They cater... Read More
