Capital Advisory Group, Inc. - Ellisville, Missouri

Address: 119 Old State Rd, Ellisville, MO 63021, United States.
Phone: 6363945524.
Website: capitaladvisorygrp.com
Specialties: Tax consultant, Financial consultant, Financial planner, Tax preparation, Tax preparation service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Capital Advisory Group, Inc.

Capital Advisory Group, Inc. 119 Old State Rd, Ellisville, MO 63021, United States

☎️6363945524

⏰ Open Hours of Capital Advisory Group, Inc.

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Capital Advisory Group, Inc.

Capital Advisory Group, Inc. is a highly regarded financial services firm located at 119 Old State Rd, Ellisville, MO 63021, United States. They provide a wide range of financial services including tax consultant, financial consultant, financial planner, tax preparation, and tax preparation service.

The company is committed to providing exceptional service to their clients. They offer wheelchair-accessible parking, entrance, and restrooms, and recommend making an appointment for the best service experience.

With an impressive average rating of 4.8/5 based on 19 reviews on Google My Business, Capital Advisory Group, Inc. has clearly made a strong impression on their clients. Many reviewers praise the professionalism, promptness, and willingness to go above and beyond for their clients. One client has been with the firm since 1980, a testament to the long-term relationships they build with their clients.

Capital Advisory Group, Inc. embodies a friendly and professional atmosphere, making them an excellent choice for anyone seeking expert financial guidance. Their commitment to exceptional service and dedication to their clients' success makes them a standout firm in the financial industry.

Key Features and Services

Expert tax consultation and preparation
Comprehensive financial planning
Personalized investment strategies
Strong growth portfolio management
Exceptional customer service

Contact Information

Address: 119 Old State Rd, Ellisville, MO 63021, United States

Phone: 6363945524

Website: capitaladvisorygrp.com

Other Points of Interest

Wheelchair-accessible parking
Wheelchair-accessible entrance
Wheelchair-accessible restroom
Appointment required
Appointments recommended

Reviews and Opinions

The company has received 19 reviews on Google My Business, with an impressive average rating of 4.8/5. Many reviews highlight the professionalism, promptness, and willingness to go above and beyond for clients. One reviewer mentions that they have been a client since 1980, demonstrating the strong relationships built with clients over time.

👍 Reviews of Capital Advisory Group, Inc.

Capital Advisory Group, Inc. - Ellisville, Missouri

Duane R.

5/5

Jeff and team are a very professional very willing to help kind of group. Phone calls and questions are always returned very promptly if not answered immediately. Jeff has helped me correct tax issues caused by a former accountant prior to moving to St Louis and has done so happily and willingly. I would recommend them with five stars six if it was possible.

Rick M.

5/5

I have been a client with Jeff and his team since 1980. He and his firm handle all our investments and prepares our taxes. They have provided us with a strong growth portfolio and good investment and tax strategies.

Jordan K.

5/5

Jeff and his team are good people. I stay in my lane so that means trusting them completely with managing my day-to-day business accounting as well as personal and business tax planning/preparation. I would certainly recommend them to anyone looking for a top notch accounting and financial advisory firm.

Greg W.

5/5

After hearing Jeff Zufall on radio KTRS, 550 A.M. over a period of time, my wife and I decided to meet with him to see what his firm could offer us. To make a long story short, we met with Jeff and, based on our previous tax returns and our current (2022) financial situation, he recommended a course of action. After we furnished Jeff with our tax information, he prepared our Federal and State Tax Returns, which greatly minimized our tax liability. His strategy paid off tremendously!! Our previous tax accountants (a CPA firm) failed to give us any recommendations on tax strategies based on our financial situation, even after we asked them several times to do so! Not only that, Jeff's services were very reasonable; much less than what our CPA's were charging! My wife and I highly recommend Jeff's firm for tax strategies and income tax return preparation.

Ed O.

5/5

Jeffery and his support team provides reliable, accurate, and timely services for many years.
We depend upon Captial Advisory Group for all of our tax related financials.

Joanne P.

5/5

We've been working with John and Jeff Zufall at Capital Advisory Group, Inc. for over 10 years because they are knowledgeable, respectful and take the time to explain their recommendations. Jeff really listens to us and takes the time to understand our goals for the future.

Michael and Joanne Parker

Dan H.

5/5

I was referred to Capital Advisory Group, Inc. by my attorney in 1982 when I started my remodeling business. As a young entrepreneur, John and Jeff Zufall took the time to educate me not only on tax strategy but the best business practices-it's like the "Zufall Business School". Jeff and his team truly care about the success of my business. In fact, they set the bar so high I would recommend them to all small businesses.
Dan Harris-Remodeling Inc.

Arun P.

5/5

Jeff and his team are great and very helpful. Thanks to them. This team is wonderful.