About The Capital Group

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Website
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Employees
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Industry
Insurance
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Location
6720B Rockledge Dr, Suite 400, Bethesda, MD 20817, US
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Information
At The Capital Group (TCG), we offer simple and dynamic business and personal financial solutions that help small and midsized businesses worry less and grow more. We specialize in Risk Management, Wealth Management, Employee Benefits, Retirement Plan Consulting, and HR Technology. Our mission is to be a valued and trusted partner to institutional and individual clients to navigate this volatile and ever-changing world. We pride ourselves on personal service that satisfies day after day – all to keep clients coming back year after year. In 2021, TCG partnered with the Baldwin Risk Partners Group (BRP) to drive continued growth and further expand the breadth and depth of services we offer clients. BRP is an entrepreneur-owned and inspired insurance distribution holding company delivering solutions that give clients the peace of mind to pursue their purpose, passion, and dreams. Culturally aligned with TCG and maintaining an unwavering client focus, our partnership enables TCG to deliver comprehensive insight beyond insurance. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and The Capital Group Investment Advisory Services, LLC are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

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Frequently Asked Questions about The Capital Group

Who is the CEO of The Capital Group?

Liedtke Lawrence Dean is the CEO of The Capital Group. To contact Liedtke Lawrence Dean email at [email protected].

Who are the decision makers in The Capital Group?

The decision makers in The Capital Group are Andrea Narin, Jim Kreider, John Lafare, etc. Click to Find The Capital Group decision makers emails.

How can I contact The Capital Group for inquiries about their services?

You can reach The Capital Group by visiting their website at www.capgroupfinancial.com and using the 'Contact Us' form. Alternatively, you can call their office directly at the number provided on the site for immediate assistance regarding their financial solutions.

Is there a directory of staff members at The Capital Group?

Yes, The Capital Group provides a staff directory on their website. You can find detailed profiles of key team members, including their roles and areas of expertise, which can help you identify the right contact for your specific financial needs.

What types of industries does The Capital Group support?

The Capital Group supports a variety of industries, including small and midsized businesses across sectors such as government contracting, healthcare, and technology. Their tailored financial solutions are designed to meet the unique needs of each industry they serve.

Can I schedule a consultation with a financial advisor at The Capital Group?

Yes, you can schedule a consultation with a financial advisor by filling out the appointment request form on their website. A representative will contact you to discuss your needs and set up a meeting at your convenience.

What services does The Capital Group offer for employee benefits?

The Capital Group offers comprehensive employee benefits solutions, including health insurance, retirement plans, and wellness programs. Their team works with businesses to design customized benefits packages that attract and retain top talent while ensuring compliance with regulations.

How does The Capital Group approach risk management for businesses?

The Capital Group employs a proactive approach to risk management, assessing potential risks and developing tailored strategies to mitigate them. Their experts work closely with businesses to identify vulnerabilities and implement effective solutions that protect assets and ensure long-term stability.

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