Contact Info
Capital Region Financial Group, LLC
Caryn Jones
620 Coolidge Drive, #180
Folsom, CA 95630
Phone: 916-985-6000
Fax: 916-985-6055
Contact via Email
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Our Website
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Services
- Wealth Management
- Asset Protection
- Investments
- Exit Strategies
- Employee Benefits
- Financial Planning
- Insurance Strategies
- 401(k) Design & Implementation
- Employee Stock Ownership Plans
Fundraisers We Support
- Rotary of Rancho Cordova
- National Federation of Independent Business
- Leukemia & Lymphoma Society Sacramento
- Social Venture Philanthropy of Sacramento
Going Green Commitments
- CRFG is committed to eliminating office paper waste by implementing a regular shredding service and recycling program. Office technology is continually updated to support a paperless & efficient office environment.
Hours of Operation
Monday through Friday 8am - 5pmClosed for lunch daily 12pm - 1pm
About Us
Capital Region Financial Group works with successful individuals and business owners in the areas of wealth management, investments, estate planning, exit strategies, asset protection and employee benefits.
Our goal is to integrate these tools in a manner which will help minimize taxes and maximize cash flow.
We'll Impress You
Capital Region Financial Group, LLC serves the Sacramento region as a comprehensive wealth management firm. CRFG takes a supportive approach for our client’s finances by providing them a unique combination of capital preservation and wealth creation strategies.We work with a select group of individuals and businesses and thoroughly attend to each of our clients' specific needs. 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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