Capitol Region Group - Thrivent

71 Raymond Road, West Hartford, CT 06107

● Closed

4.3 3

Location & Phone number

Hours open

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About Us

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Location & Phone number

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71 Raymond Rd, West Hartford, CT 06107, United States

860-474-3601

connect.thrivent.com

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About the Business

Capitol Region Group - Thrivent is a finance institution located at 71 Raymond Road in West Hartford, Connecticut, United States. Our mission is to help humanity thrive by empowering clients towards achieving financial freedom. We provide insightful wealth management solutions and focus on fostering a culture of service excellence, strong advice, and innovation. Our vision is to offer best-in-class customized financial planning solutions through education, empowerment, and execution.

Capitol Region Group offers a virtual, hybrid, and in-person experience focusing on clients' holistic financial wellbeing. We understand the importance of choosing the right financial team, which is why we have a unique 3-Step New Client Onboarding Process to ensure that your principles align with ours.

We have extensive experience optimizing 401k retirement and executive compensation plans for clients from various companies such as Raytheon Technologies, Pfizer, The Hartford, and more. Our professionals specialize in tailoring employee benefits to maximize each individual's financial situation.

We recently bid farewell to Financial Advisor Jim Clouser after 13 years of dedicated service. Capitol Region Group will continue to work with clients, ensuring their financial needs and goals remain a top priority.

Thrivent has been recognized as one of the "World's Most Ethical Companies" and we are committed to promoting ethical business standards. We offer advice and guidance through our Financial Planning Framework and Dedicated Planning Services.

If you are ready to begin your financial planning journey, contact Capitol Region Group today. We are here to guide you through key areas of goal prioritization and provide solutions to support your financial goals. Visit our website for more information on our services and team members.

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Hours open

Monday:

9:00 AM - 5:00 PM

Tuesday:

9:00 AM - 5:00 PM

Wednesday:

9:00 AM - 5:00 PM

Thursday:

9:00 AM - 5:00 PM

Friday:

9:00 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

Reviews

Janet Fox:

"There has been very little contact with this financial group. I have been very disappointed with Thrivent since I moved to MA. My previous Thrivent adviser, in Florida, would contact me for an annual review, and would also reach out anytime he had advice about a changing market, or a new product he thought would suit my profile. Here, in Massachusetts, I get nothing. My Florida Thrivent advisor would also travel to meet with me at a my residence, if needed. Here, I have to drive an hour to meet with my advisor. You'd think, in these days of routine online meetings, Thrivent could do better with this Capital Regions Group."

1 year ago

Don and Cathy Mann:

"It's great to have personal attention to our life and our finances. Sam Chang and Thrivent are the epitome of a financial and client focused organization."

1 year ago

Karen Sullivan:

"I love this group! They keep watch over my money investment - and I am not a big customer! They explain things well and check up regularly on me! Highly recommended!!!!!"

1 year ago

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Capitol Region Group - Thrivent

Location & Phone number

About the Business

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Hours open

Reviews

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