Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs. Formed in 2001, Capitas Financial was founded on the strength and reputation of its founding members and was created to establish strong and strategic alliances with leading insurance carriers and financial institutions.
Capitas offers an unparalleled planning process and selection of life, disability and long-term care insurance products, as well as sophisticated technology and cutting-edge marketing capabilities; all supported by local and dedicated sales management teams. Our experienced local Capitas Point of Sale are supported by a team consisting of Case Designer, Internal Marketer, Case Manager and Licensing and Appointment Professionals.
Capitas local Point of Sale are also supported by Capitas’ industry leading and nationally recognized Private Wealth Team. The Capitas Private Wealth Team of “Special Ops” experts enable a wide range of insight and expertise related to Wealth Transfer & Estate Planning, Business Planning & Executive Benefits, High Limit Disability, Underwriting, Private Placement, Sports and Entertainment, International Capabilities and Premium Finance.
Website: www.capitasfinancial.com
Locations: www.capitasfinancial.com/locations
Career Opportunities: www.capitasfinancial.com/careers
Contact Us: www.capitasfinancial.com/contact-us
Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080.
Company Details
- Employees
- 188
- Founded
- -
- Address
- 200 Coon Rapids Blvd Nw, Minneapolis,mn 55433,united States
- Phone
- +1-877-463-1234
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- capitasfinancial.com
- Keywords
- Insurance Planning, Annuities, Long Term Care, Disability Insurance, Wealth Transfer, Estate Planning, Retirement Planning, Business Succession, Executive Compensation, Life Settlements, Business Planning, Executive Benefits, High Limit Disability, Underwriting Expertise, Private Placement, Sports and Entertainment, International Capabilities, Premium Finance, Life Insurance.
- HQ
- Minneapolis, MN
Capitas Financial Questions
Capitas Financial's helpline number is +1-877-463-1234
Capitas Financial's website is capitasfinancial.com
Capitas Financial's LinkedIn profile is https://www.linkedin.com/company/capitas-financial
Capitas Financial has
188 employees.
View email and phone details for 188
employees at Capitas Financial.
Capitas Financial's industry is
Financial Services
Capitas Financial's top competitors are
Highland Capital Brokerage,
Lpl Financial,
Millions Advisory,
The Westport Group, Llc,
Kapitus,
Prudential Financial,
Saybrus Partners,
Crump Life Insurance Services,
Bka Financial, Llc.,
Lincoln Financial.
Capitas Financial's categories are Financial Services
Capitas Financial's founding year is 2001
