Lane Albrecht - Thrivent
1227 Corporate Center Drive, Oconomowoc, WI 53066
Location & Phone number
1227 Corporate Center Dr # 205, Oconomowoc, WI 53066, United States
About the Business
Lane Albrecht - Thrivent is a finance institution located at 1227 Corporate Center Drive in Oconomowoc, Wisconsin, United States. The institution, known as Capstone Financial Group, offers Dedicated Planning Services to help individuals work towards their financial goals and dreams. Their team of experienced financial advisors can assist with retirement planning, family protection, and legacy planning. Capstone aims to provide clients with a comprehensive and collaborative financial planning experience that honors their values, family, and community.
Founded in March 2020 by four long-term financial advisors, Capstone specializes in serving clients in the "retirement red zone." They strive to help individuals achieve financial clarity and confidence as they work towards their goals. The institution offers flexible advice approaches and customized strategies to meet the unique needs of each client.
Thrivent, the parent company of Capstone Financial Group, believes in using money as a tool to achieve higher purposes. They offer a range of financial services, including advice, investments, insurance, banking, and generosity programs. Thrivent members become part of a community that looks out for others and provides tools and resources to give back and live a more meaningful life.
In addition to their financial services, Thrivent partners with organizations like Habitat for Humanity to support community initiatives. They also offer educational resources and support to help clients navigate their financial journey. Thrivent financial advisors do not provide legal, accounting, or tax advice, but can offer guidance on financial planning and investment strategies.
Overall, Lane Albrecht - Thrivent is committed to helping individuals make the most of their financial resources and live a fulfilling life. Their team of professionals provides personalized advice and attentive service to help clients achieve their financial objectives and fulfill their values.
Photos
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
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