About Us

Our Firm

  

Capital Financial Group provides insurance, employee benefits, investment and consulting services to a focused group of businesses, business owners and affluent individuals. We take pride knowing that offering these multi-disciplined services in an integrated fashion helps to simplify an often-complex planning process for this select group of businesses and individuals.


 


Our clients are able to work with one team of professionals under the same roof and obtain the type of financial services that bring enormous value to their business, their personal lives and to their families. This consolidated approach provides clients with unparalleled access to quality Retirement and Estate Planning, Employee Benefit and Risk Management Plans, Professionally Managed Separate Accounts and Business Continuation and Buy–Sell Strategies.


 


In addition to Capital Financial Group’s professional staff, we also have working relationships with numerous CPAs and Attorneys, Retirement and Estate Planning Specialist/Consultants and Asset Management firms on a local and national scale, who provide tremendous additional value to our firm and our clients.


 


As a result of our extensive experience in these financial disciplines and our reputation for integrity in serving our client’s needs, we have become known as a company that our clients can depend on for quality services. We continue to focus on cultivating clients that perceive the value of our expertise and are willing to refer us, thereby adding value to our business and the clients we serve.


 




 


 


 


 

California Insurance License #: 0E64585 (Powell), 0L27625 (McKenna)

Chares Altizer, James Blassingham, James Denny, Matthew McKenna, & Stephen Powell has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

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 Financial Group is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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