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The Capital Group

Email address and contacts

Quick try with Timothy Sommer from capgroupfinancial.com

The Capital Group company description

At The Capital Group (TCG), we offer simple and dynamic business and personal financial solutions that help small and midsized businesses worry less and grow more. We specialize in Risk Management, Wealth Management, Employee Benefits, Retirement Plan Consulting, and HR Technology. Our mission is to be a valued and trusted partner to institutional and individual clients to navigate this volatile and ever-changing world. We pride ourselves on personal service that satisfies day after day – all to keep clients coming back year after year. In 2021, TCG partnered with the Baldwin Risk Partners Group (BRP) to drive continued growth and further expand the breadth and depth of services we offer clients. BRP is an entrepreneur-owned and inspired insurance distribution holding company delivering solutions that give clients the peace of mind to pursue their purpose, passion, and dreams. Culturally aligned with TCG and maintaining an unwavering client focus, our partnership enables TCG to deliver comprehensive insight beyond insurance. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and The Capital Group Investment Advisory Services, LLC are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Key Employees

  • Timothy Sommer
    Managing Advisor
  • Thomas Broussard
    P&C Account Manager
  • Libby Conway
    Account Director

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The Capital Group competitors and alternatives

New team members of The Capital Group

Eric Mothershead
Partner
Chris Staub
Managing Partner
Alex Kuczera Clu
Financial CSR
Brittany Woler
Group Benefits Account Manager
Nazanin Kholdebarin
Controller
Stephanie Williams
Director, Service Delivery
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