Our FirmCapital Management Group of New York specializes in the area of comprehensive Retirement and Estate Planning Strategies, Portfolio Management and Employee Benefits. Capital Management Group was founded in 1990 and serves over 3,000* clients. The firm oversees over $500 million in clients’ assets* through Individually Managed Accounts, Mutual Funds, Annuities and 401K’s. Capital Management Group also offers a wide range of products including Life, Disability Income and Long Term Care insurance. The firm also provides benefits consulting services for some of the nations leading corporations. Through a disciplined planning process, Capital Management Group helps clients identify their life goals and concentrate their financial energy to achieve them. *as of 7/16/2010 |
Capital Management Group |
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Contact InfoPhone: NYC 212-309-9898Pearl River 845-638-6669 |
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California Insurance License #: 0D07280 Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Capital Management Group is not owned or operated by AXA Advisors or AXA Network. Link to AXA-Equitable.com © Emerald Connect, Inc. - All Rights Reserved - Please read our Privacy Policy |
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services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.