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Business Profile

Estate Planning and Management

Capital Strategies Group LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(480) 635-4050Email BusinessWrite a Review

About

Overview

Capital Strategies Group LLC

2151 E Baseline Rd Ste 101

Tempe, AZ 85283-1542

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BBB Accreditation & Rating

Capital Strategies Group LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

This business offers living trust and estate management services. They also sell home and auto insurance as well as life, health, disability and medicare insurance.

BBB Accredited Since: 11/18/2004

Years in Business: 22

Products and Services

Financial Planning, Investment Management, Life Planning, Subscription-Based Advice

Business Details

Local BBB:
BBB, Pacific SW
BBB File Opened:
9/24/2004
Business Started:
11/1/2003
Business Started Locally:
11/1/2003
Business Incorporated:
9/17/2003
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Geoffrey Wayne White, Managing Member
Ms. Anjum Malone, Office Manager
Mr. Aaron C Matheny, Member

Additional Contact Information

Principal Contacts
Mr. Geoffrey Wayne White, Managing Member
Mr. Aaron C Matheny, Member
Customer Contacts
Ms. Anjum Malone, Office Manager
Fax numbers
Primary Fax: (480) 635-4051
Additional Email Addresses
Primary: Email this Business
Additional Websites
ethicalcommunity.org/capi...
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
Arizona Department of Insurance and Financial Institutions (DIFI)
2910 N. 44th Street, Ste. 210
Phoenix AZ 85018
Phone Number: (602) 364-2499
Fax Number: (602) 364-2505
http://www.azinsurance.gov
[email protected]
Arizona Department of Insurance and Financial Institutions (DIFI)
2910 N. 44th Street, Ste. 310
Phoenix AZ 85018
Phone Number: (602) 364-3100
Fax Number: (602) 381-1225
https://difi.az.gov
[email protected]
Business Categories
Estate Planning and Management, Financial Planning Consultants, Trust Company, Viatical Settlement

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