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Marisa McArthur Email
Operations Manager: Bill Olsen, Joe Croshaw, Tracy Brown . Capital Strategies of MetLife
Austin, TX
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Employees:
110Revenue:
$23.1MAbout
Vision\r\nAt Capital Strategies, our vision is to help our clients build a healthier financial\r\nfuture. We are passionate professionals, committed to listening and identifying the gaps\r\nbetween where you are today and where you want to be.\r\n\r\nMission\r\nThrough a holistic approach to financial services, our representatives collaborate in teams that\r\nprovide multiple perspectives toward problem solving that result in improved client\r\nsolutions and higher quality advice. Achieving financial independence is a journey, at Capital Strategies we have created an enthusiastic culture of accountability that\r\nunderlies our commitment to guiding our clients each step of the way.\r\n\r\nYour Financial Health…...Is Our Business\r\n\r\nWhat Makes Us Different:\r\n\r\nCapital Strategies is team-focused and process-driven. Our client process\r\nbegins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future. \r\n\r\nService. Every initial engagement includes the scheduling of regular client review\r\nmeetings. These are designed to reinforce our commitment to your goals and give you the\r\nopportunity for ongoing collaboration and adjustment to your financial strategies. \r\n\r\nAs advocates for your financial health, our representatives are focused on\r\ndeveloping holistic financial strategies, not on selling financial products.\r\n\r\nFinancial planning advisory services and financial planning through MSI Financial Services, Inc. member SIPC (www.sipc.org). Supervisory address: 6300 Bee Cave Rd., Building 2, Ste. 4, Austin, TX 78746. MassMutual Financial Group is a marketing designation for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives.Capital Strategies of MetLife Address
6300 BEE CAVE RDAustin, TX
United States