The Captiva Group
The Captiva Group is a financial services firm located in Newburgh, NY, offering a range of investment and retirement planning services. With a focus on understanding each client's unique financial goals, they provide personalized investment strategies to help individuals chart a path towards a secure financial future.
As a registered broker-dealer and non-bank affiliate of Wells Fargo Company, The Captiva Group offers investment products and services through Wells Fargo Advisors Financial Network, LLC. They also provide insurance products through their network of unaffiliated insurance companies. With a commitment to client satisfaction and a dedication to navigating investment risks, The Captiva Group is a trusted partner in helping individuals achieve their financial objectives.
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