Jeff Brieske - Thrivent
1021 Superior Avenue, Tomah, WI 54660
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
Photos
Location & Phone number
About the Business
Jeff Brieske - Thrivent is a finance institution located at 1021 Superior Avenue in Tomah, Wisconsin, United States. The institution, known as Capstone Financial Group, offers Dedicated Planning Services to help clients work towards their financial goals and dreams, ultimately allowing them to live their best life. The team at Capstone strives to educate and prepare clients for a financial future that aligns with their goals, values, family, and community.
The institution was launched in March 2020 by four long-term financial advisors who are also good friends. Specializing in serving clients in the "retirement red zone," Capstone aims to provide comprehensive dedicated planning services to improve the client experience.
Through collaborative teamwork, Capstone Financial Group delivers customized strategies and attentive service to help clients achieve financial clarity and confidence. The institution believes in providing comprehensive advice and financial strategies that are in the best interest of their clients.
Thrivent, the parent company of Capstone Financial Group, believes that money is a tool, not a goal. With a commitment to a higher purpose, Thrivent offers financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of what they've been given.
Membership at Thrivent offers access to tools and resources to help individuals give back and live a more meaningful life. Thrivent also partners with organizations like Habitat for Humanity to support communities in need.
Thrivent financial advisors do not provide legal, accounting, or tax advice, but can offer guidance through the Financial Planning Framework. Clients may choose to engage in Dedicated Planning Services for a fee, which results in written recommendations to further their financial planning.
Overall, Jeff Brieske - Thrivent, operating as Capstone Financial Group, aims to help clients achieve their financial goals and dreams while also giving back to the community and living a more meaningful life.
Reviews
People Also Viewed
-
Egstad Wealth Management1017 Superior Ave, Tomah, WI 54660, United States
-
Habelman Brothers Packing10696 Estate Rd, Tomah, WI 54660, United States
-
CLA (CliftonLarsonAllen)435 Julie St, Tomah, WI 54660, United States
-
Security Finance1122 N Superior Ave, Tomah, WI 54660, United States
-
Edward Jones - Financial Advisor: Lenny Bakken, CFP®|AAMS™201 Helen Walton St Suite 2, Tomah, WI 54660, United States
-
MBE Wealth200 W Warren St, Tomah, WI 54660, United States
-
Jensen Tax & Accounting LLC1000 Superior Ave, Tomah, WI 54660, United States
-
MBE CPAs200 W Warren St, Tomah, WI 54660, United States
-
IMS LLC1012 Superior Ave, Tomah, WI 54660, United States
-
H&R Block1115 N Superior Ave, Tomah, WI 54660, United States
-
Tomah Tax Station24464 Gopher Ave, Tomah, WI 54660, United States
-
Carlson Advisors Llc802 Superior Ave, Tomah, WI 54660, United States
-
Edward Jones - Financial Advisor: Jeremy Haun, CFP®1115 N Superior Ave Suite 3, Tomah, WI 54660, United States
-
Rick Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC802 Superior Ave, Tomah, WI 54660, United States
-
Edward Jones - Financial Advisor: Griffin Moe, CFP®1509 Superior Ave, Tomah, WI 54660, United States
-
Martha Klatt - Financial Advisor, Ameriprise Financial Services, LLC802 Superior Ave, Tomah, WI 54660, United States
-
Nikki Martin - Thrivent1021 Superior Ave, Tomah, WI 54660, United States
-
Joel Brieske - Thrivent1021 Superior Ave, Tomah, WI 54660, United States
-
Jackson Hewitt Tax Service222 W McCoy Blvd, Tomah, WI 54660, United States
-
Maas Mary A411 Superior Ave, Tomah, WI 54660, United States
-
Affordable Business Services LLC601 N Superior Ave #9, Tomah, WI 54660, United States
People also searched for
- Financial Advisor
- Audit & Consulting
- Asset Management
- Dedicated Financial Planning
- Dedicated Retirement Planning
- Estate Planning Services
- Fee-Only Wealth Management
- Financial Advisor
- Financial Clarity
- Financial Confidence
- Financial Goals
- Financial Independence
- Financial Security Planning
- Financial Wellness
- Generosity Programs
- Individualized Financial Guidance
- Insurance Services
- Investing For Retirement
- Investment Portfolio Management
- Investment Strategy
- Long-Term Care Planning
- Long-Term Investing
- Non-Profit Investments
- Personalized Financial Planning
- Philanthropic Giving
- Retirement Goals
- Retirement Income
- Retirement Planning
- Retirement Savings
- Retirement Wealth Management
- Strategic Financial Planning
- Tax Planning Strategies
- Wealth Creation
- Wealth Management
- Wealth Preservation
List of local businesses, places and services in Wisconsin
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos