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Our Services

At Private Capital Group, we provide assistance in the following areas:

Financial Planning

Broad-Based Financial Planning
Estate Planning
Business Planning
Employee Benefits
Retirement Planning
Charitable Planning

Investments

Investment Consulting
Endowment Consulting
Separately Managed Accounts
Managed Mutual Fund Solution
Employer Sponsored Retirement Plans
Alternative Investments
Variable and Fixed Annuities

Insurance

Life Insurance Needs
Life Insurance Competitive Analysis
Disability Income
Long Term Care
Health Insurance

Tax Planning

Income Tax
Estate Tax
Gift Tax
Specific Transactions
Business Issues
Charitable Strategies

Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC.

Investment Advisory Services offered through Investment Advisory Representatives of Private Capital Group, LLC a Registered Investment Adviser.

Private Capital Group, LLC is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp, the parent company of NFP Securities, Inc.

This site is published for residents of the United States only. Registered Representatives of NFP Securities, Inc. and Investment Advisor Representatives of Private Capital Group, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.