Capital Management Group
- 6928 Williams Rd Suite 4 Niagara Falls New York 14304 United States
Profile
Capital Management Group is a financial services firm based in Niagara Falls, New York, specializing in providing tailored financial planning and wealth management solutions. With a client-first approach, the firm offers a full suite of services designed to support individuals, families, and businesses in reaching their financial goals. As an independent advisory firm, Capital Management Group prides itself on delivering objective guidance with personalized strategies that align closely with clients’ unique needs and life circumstances.
The firm’s core offerings include retirement planning, investment advisory services, estate and legacy planning, and small business financial consulting. Capital Management Group also provides tax-efficient retirement income strategies and long-term care planning. Its team of highly experienced advisors is committed to continuous client education, offering workshops and resources to help clients make informed decisions. The firm is known for building lasting relationships based on trust, transparency, and a deep understanding of the financial landscape.
Capital Management Group maintains affiliations with respected financial institutions, allowing access to a wide range of investment products while preserving a personalized, community-based service model.
Website: http://www.cmgniagara.com/
Key Services:
– Comprehensive financial planning
– Investment advisory and portfolio management
– Retirement income strategies
– Estate and legacy planning
– Small business financial consulting
– Long-term care and insurance solutions
– Tax-efficient wealth management
– Educational financial workshops and seminars
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Contact Info
- 6928 Williams Rd Suite 4, Niagara Falls, New York, 14304, United States
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Phone: (716) 297-0981
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