CAPITAL FINANCIAL GROUP

Capital Financial Group is proud to be a Firm of Lion Street, Inc., a leading financial services company based in Austin, Texas. Lion Street provides its elite network of independent Firms and financial planning experts access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated needs of high-net-worth and corporate clients. Together, Lion Street's Owners are strongly committed to building a highly collaborative network of professionals... Capital Financial Group is a holistic risk and wealth management firm dedicated to assisting clients create, preserve, and transfer family wealth in the most effective and efficient manner possible. Our listen first approach helps us understand where each client is coming from, where they want to go, ultimately enabling us to create a detailed plan on how to get to their desired end goal. By creating a pathway to implementing a coordinated plan which touches all parts of our client's..

Primary location: Camarillo United States