Capital Region Financial Group, LLC – A Wealth Management Firm » Business-Directory


Capital Region Financial Group, LLC – A Wealth Management Firm

Contact: Ellwood L. Jones, President
Work 620 Coolidge Drive Suite 180 Folsom CA 95630 Work Phone: 916-985-6000 Work Fax: 916-985-6055 Website: Capital Region Financial Group, LLC

Biography

Photo of Capital Region Financial Group, LLC – A Wealth Management Firm

Ellwood L. Jones has over 25 years of experience in the Sacramento region financial services industry. He founded Capital Region Financial Group, LLC specializing in comprehensive wealth solutions for owners of privately held businesses and individuals. Ellwood addresses the unique wealth planning needs with strategies specific to business owners such as investment, retirement, advanced ESOP, exit planning, business succession, and insurance.

Notes

Capital Region Financial Group, LLC serves the Sacramento region as a comprehensive wealth management firm for select individuals and businesses. CRFG takes a supportive approach for our client’s finances by providing them a unique combination of capital preservation and wealth creation strategies. With our carefully orchestrated Wealth Management Process, we will solve and/or enhance your financial situation so that the outcome is more consistent with your goals.

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