Founded in 2002, Capital Management Group, LLC is an independent Registered Investment Adviser (RIA) firm based in Pearl River, New York. The company provides comprehensive financial planning and wealth management services, operating with a client-centric and fiduciary approach. Their services cover retirement planning, investment management, estate planning, insurance solutions, and business planning. The firm is affiliated with LPL Financial for brokerage services, allowing them to offer a wide range of non-proprietary financial products and maintain their independence in advisory.

Founded in

United States