Capital Strategies Group, LLC

Patty Callahan 

on Google

3 weeks ago

We have been clients of Capital Strategies Group since 2000 and Geoff White has made sure that we are financially secure, now that we are entering our retirement years. You can't put a price on financial security and Geoff has done a great job managing our assets. CSG isn't just about managing assets, it is a full-service operation with Anjum Malone taking care of your home, car and other insurance needs and Aaron Matheny and his staff helping you choose a Medicare plan when you are "at that age" or assisting you in finding ... read more

Brynn Frazier 

on Google

2 months ago

Austin has been an exceptional financial advisor for my husband and me! Working with him has made it easier for us to discuss our finances comfortably and consistently, and to feel more confident about the future. He took the time to understand our unique needs and provided tailored advice that resonates with our goals. His passion for helping clients is evident. We're grateful for the positive impact he's had on our financial journey and highly recommend his services. 

Sandee Niemann 

on Google

11 months ago

CSG has been part of our family finances for 20+ years. We would highly recommend their services. Geoff and team have always been there for our family changes with professionalism and compassion. 

Kristina Merkley 

on Google

3 years ago

My insurance agent and friend is Anjum Malone. She ALWAYS provides quick and excellent service. She always goes above and beyond. Explaining everything I need to know and making sure I’m well taken care of. She is excellent and it’s such a relief to be able to trust her with the scariest parts of being a responsible grown up!! Other agents have been very profession and attentive and kind as well. Very knowledgeable and helpful team here. Can’t go wrong!