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.

🇺🇸 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

05/14/2026

Most people don’t realize how much their accounts may be costing them until someone actually shows them.

That’s why we offer complimentary discovery interviews — no pressure, no jargon, just a conversation about where you are today, what you’re paying, and whether there may be a better path forward.

At Capital Consulting Group, we believe quality financial guidance should be accessible, transparent, and rooted in your best interest — not hidden fees or confusing products.

If you’ve ever wondered:
• “Am I paying too much?”
• “Do I actually understand my accounts?”
• “Could my money be working harder for me?”

Start your discovery interview here: https://app.asset-map.com/i/gj2v3Qjw

Let’s see if there’s an opportunity to reduce the cost of your accounts while keeping your goals front and center.

05/13/2026

“What’s one financial topic you wish someone explained to you sooner?”

Not the textbook version.
The REAL version.

Could be:
• Credit cards
• Retirement accounts
• Investing
• Student loans
• Taxes
• Insurance
• Budgeting
• Buying a house
• Hidden fees
• 403(b)s and pensions

We talk to people every day who say:
“Nobody ever taught me this.”

So let’s help each other out 👇

What’s one money lesson you had to learn the hard way?

It's all about priorities and intention!
05/13/2026

It's all about priorities and intention!

05/12/2026
🌸 Happy Mother’s Day 🌸To all the moms, grandmothers, stepmoms, and mother figures—thank you for your love, your strength...
05/10/2026

🌸 Happy Mother’s Day 🌸

To all the moms, grandmothers, stepmoms, and mother figures—
thank you for your love, your strength, your patience, and the countless ways you show up for the people around you every single day. 💙

The impact you make reaches farther than you may ever realize.

Today, we celebrate you and all that you do.

— 403b.pro | A Division of Capital Consulting Group
💙 Morals Over Money

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

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.

🍎 Teacher Appreciation Week 🍎To the new teachers finding your way:You’re making a bigger impact than you know. 💙And to t...
05/07/2026

🍎 Teacher Appreciation Week 🍎

To the new teachers finding your way:
You’re making a bigger impact than you know. 💙

And to the experienced educators—
we need your wisdom.

👇 Share one encouraging word, classroom tip, or lesson you wish someone told you early in your teaching career.

Whether it’s about classroom management, work-life balance, connecting with students, or simply making it through the tough days… your advice could help another teacher more than you realize.

Let’s build each other up.

✏️ Drop your best advice in the comments.

— 403b.pro | A Division of Capital Consulting Group
💙 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

Alerts

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