Capital Consulting Group

Capital Consulting Group At Capital Consulting Group, we’re dedicated to affordable retirement planning, particularly for teachers and public employees. Member FINRA/SIPC.

Our goal is to empower you to make informed financial choices with sincerity, transparency, and genuine support. Our commitment is to provide clear, honest financial guidance that puts your interests first by assessing and minimizing fees. We focus on identifying and transitioning away from predatory fee structures to more cost-effective solutions. Through education and ongoing support, we aim to

empower you with the knowledge needed to reduce portfolio expenses and taxes, while always being available to address your concerns.

• Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. finra.org sipc.org.
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

🍎 Teachers, your back-to-school checklist is probably a mile long…But there’s one thing that’s easy to put off year afte...
08/27/2026

🍎 Teachers, your back-to-school checklist is probably a mile long…

But there’s one thing that’s easy to put off year after year: your 403(b).

Do you know what you’re paying in fees?
Do you know what options your district offers?
Do you know if your current plan still makes sense for you?

We help educators make sense of their 403(b)s — without the confusing financial jargon.

📚 Start the school year with a quick 403(b) checkup.

👉 403b.pro

Morals Over Money

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

08/06/2026
People are catching on!
08/06/2026

People are catching on!

08/05/2026

Stop
Buying
Insurance
From
Captive
Agents

Shopping carriers for the best offer is the key!

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

🇺🇸 Happy Memorial Day 🇺🇸Today, we pause to remember and honor the brave men and women who made the ultimate sacrifice fo...
05/25/2026

🇺🇸 Happy Memorial Day 🇺🇸

Today, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our country.

Their courage, service, and selflessness will never be forgotten.

As we spend time with family and friends this weekend, we remember the freedoms we enjoy came at a cost paid by heroes.

From all of us at 403b.pro and Capital Consulting Group — thank you to those who served, those we’ve lost, and the families who carry their legacy forward.

❤️🤍💙 Morals Over Money

Address

603 Washington Street
Watertown, NY
13601

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+13157662888

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