06 - Capitas Financial Midwest, LLC (Wisconsin)

735 North Water Street
Suite 1110
Milwaukee, WI 53202

Phone Number Label
Office
Phone Number
414-276-7788
Phone Number Label
Toll-Free
Phone Number
800-225-9032
Phone Number Label
Fax
Phone Number
414-276-0784
Phone Number Label
Territories
Phone Number
IA | IL | MI | NE | WI

Capitas Financial Midwest, LLC is an advanced insurance planning organization that offers the professional financial advisor one-stop access to a broad spectrum of insurance and investment products.  Experienced underwriting, on-going education and advanced sales and planning support is our distinct advantage in an increasingly competitive marketplace.

 

George R. Gore, a founding member of Capitas Financial and owner of Capitas Financial Midwest has been working with financial advisors for over 25 years.

 

George is the owner and president for the combined agencies: Capitas Financial Midwest, LLC (Illinois and Wisconsin) and Capitas Financial Rocky Mountains, LLC (Colorado). We have aligned our focus, efforts and resources to expand our collective market presence and increase the advanced point-of-sale planning support.  We are very excited about the opportunities brought about by this collaboration and look forward to servicing the communities with our combined expertise and unparalleled service.