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            Business ProfileThe Capital Advisory Group, LLC

            Financial Services

            Contact Information

            5270 W 84th St Ste 310

            Bloomington, MN 55437-1385

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            (952) 831-8243

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            BBB Rating & Accreditation

            A+

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            Years in Business: 14

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            Overview

            The Capital Advisory Group specializes in private asset management and retirement services. The Capital Advisory Group is a team of accountants, 401(k) specialists, attorneys, insurance specialists and investment professionals ready to help you.

            Products & Services

            According to information provided by The Capital Advisory Group, which helps retirees, business owners and professionals with financial planning, asset management, tax guidance, risk mitigation, and estate planning.

            Business Details

            Location of This Business
            5270 W 84th St Ste 310, Bloomington, MN 55437-1385
            Email this Business
            BBB File Opened:
            11/8/2010
            Years in Business:
            14
            Business Started:
            11/8/2010
            Business Started Locally:
            11/8/2010
            Alternate Business Name
            • Machtig & Associates Ins Services
            Business Management
            • Brett Machtig, Founding Partner, Registered Rep
            • Thomas Hokr, Founding Partner, Registered Representative
            • Roger Anderson, Managing Partner, Registered Representative
            • David Denniston, Managing Partner, Registered Representative
            • Chris Sherwin, Managing Partner, Registered Representative
            Contact Information

            Principal

            • Brett Machtig, Founding Partner, Registered Rep

            Customer Contact

            • Brett Machtig, Founding Partner, Registered Rep
            Additional Contact Information

            Fax Numbers

            • (850) 650-0802
              Other Fax
            • (952) 400-4900
              Other Fax

            Phone Numbers

            Email Addresses

            Website Addresses

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            Industry Tip

            BBB Tip: How to shop for financial services

            Customer Complaints

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            BBB of Minnesota and North Dakota

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