Kapusta Financial Group Email Format

Investment ManagementUnited States2-10 Employees

Kapusta Financial Group is a full service fee-only financial planning group providing investment management services and comprehensive financial planning.  We offer a sincere, trustworthy and personalized approach in assisting our clients with planning for their financial futures.

Our “product” is service. We put the goals, objectives and interests of our clients first.  We provide custom-tailored solutions for each client.  We recognize that money and wealth - while important - are really tools to be used in life to help achieve personal and family goals.

Our mission is to establish long-term client relationships based on trust, objective advice, and superior service.  Our team consists of experienced CERTIFIED FINANCIAL PLANNERS™ who work hard to earn and keep your trust. We work with our clients in creating a sound financial roadmap capable of meeting life’s ever changing demands.

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