Broker Check

Testimonials

Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.

Client Centered

"My experience with The Capital Group has been far above my expectations. I receive expert personal service. Some of the requests I have made might seem bothersome and trivial to other companies, but The Capital Group has always responded and gone above and beyond consistently. I recommend TCG to everyone when the topic of finances and investment arise. I firmly believe I could not receive a higher level of service at any price!" - Wayne D.

Client Centered

"John and the professionals at the Capital Group have been outstanding to work with over the years. I have entrusted them with my family’s financial security. I hold that and them to the highest standard. They have earned my trust with honesty, creative problem solving, excellent communication and a genuine care for the people/family that they are helping. I can’t say enough positive things about John and the Capital Group. They get my highest recommendation and that is something I don’t say very often." - Michael H.

Client Centered

"Working with Kevin Mohr for 20 years has been a comfort. I know I can always contact him with a question or concern. He has met my need to invest only in socially responsible institutions and helps to steer me in the right direction!" - Sara B.

Client Centered

"Thanks to John Litscher and The Capital Group, we are able to enjoy our retirement and not stress about our financial future. John and his team really care about us, not just our investments...and that means a lot to us." -Steve Q.

Client Centered

"I have been working with Kevin Mohr for many years. He has provided valuable assistance managing my investments and helping me plan for retirement. He and his team provide excellent customer service. Andrea and Mikayla have been very helpful and are always very responsive to my inquiries. Kevin goes out of his way to meet with customers, understand their financial goals, and help them work towards achieving them." -Rahel G.

Client Centered

"For over twenty years I have been using The Capital Group and John Litscher for my investments and to achieve my retirement goals. Now at age 74 I feel very comfortable financially and am thankful for the advice and forward thinking that John and his group have given me over the years. The entire staff is both professional and also very pleasant to work with." -Don H.

Client Centered

"Kevin has been an expert financial guide through many of my life changes starting decades ago. Maybe a file folder I once labeled new account (2007) says it best: The journey started with the development of a retirement plan, but soon progressed to additionally meeting the financial challenges of having a physical disability, a separation, a woman buying her own housing unit and setting up a good savings plan for the higher education of grandchildren. As time went on, the journey has also included managing investments from an inheritance, putting me in touch with a good tax accountant, assisting me in converting IRAs into Roth IRAs and most recently helping steer me to estate planning resources to update my documents. Kevin is careful and thorough. I cannot recommend his services highly enough." - Susan D.

Client Centered

"I first met John Litscher in 2008 in Madison WI where my wife and I approached his company The Capital Group for advice on financial planning for retirement. After meeting with us multiple times he helped us select life insurance and long-term care insurance. We were very happy with those decisions. Over a period of some years, he helped us determine our risk profile for retirement investing. Since my wife and I had slightly different profiles he proposed a consolidation of our multiple IRAs and employer plans into simpler investments with different risk profiles for each of us. Over the 14 years he has met with us it has always been a pleasure to work with him and he has explained the recommendations that he has made in a way we can understand. He has always been available to answer the financial questions we have. We have been so pleased with the relationship that we recommended our adult children to talk with him." -Bruce S.

Client Centered

"I have had a wonderful experience with The Capital Group. They have guided my finances in the right direction for my lifestyle. My relationship with Kevin Mohr has been enjoyable and he has looked out for my best interest in the investment world." -Susan K.

Client Centered

"John and his team are always on top of their game and a pleasure to work with." -Mike P.

Client Centered

"I have been working with Kevin since 2013, when I had to retire. I chose him because he had represented my husband for a number of years. Kevin always makes sure I understand all the nuances of my investments. I have particularly been impressed with the video webinars that have been available with the Capital Group. I received a phone call, letter and text on my birthday! How amazing is that?!" -Kathy C.

Client Centered

"For over 10 years we have been using the Capital Group for our financial planning needs and we couldn’t be happier with the results. John has provided us with personalized advice and guidance that helped us make informed decisions about our finances. We are impressed with his entire team’s professionalism and attention to detail. We would highly recommend the Capital Group to anyone looking for reliable financial planning services." -Sherry R.

Client Centered

"We have been Kevin Mohr's clients for almost 20 years. Our meeting was one of those fortunate occurrences that just sometimes happens in life. Kevin has been our rock when we panicked during market turmoil. Kevin has helped us pick our investment portfolio that matches our preferences weighing the return on investment & social consciousness. We can't speak more highly of Kevin Mohr and his entire team. Thank You, Kevin." -Cliffe L.

Client Centered

"My husband has worked with and entrusted John and The Capital Group with his investments for several years. A few years ago, I switched over as well, after becoming extremely dissatisfied with the service I was receiving from another financial investment group in the Madison area. Both of us continue to be very satisfied with the guidance and expertise that John and The Capital Group have shared with us regarding our investments. We find them easy to work with and we appreciate their clear and frequent communication about financial matters affecting our portfolio and our retirement. They always listen carefully and respond accordingly to our needs and preferences. We highly recommend John Litscher and The Capital Group." - Susan H.

Client Centered

"Kevin Mohr has been our financial planner for approximately 15 years and has guided us to have a solid retirement investment plan. Very prompt responding with our questions or concerns. The best result is investing money the smart way." -Darlene H.

Client Centered

"We have been working with Kevin and his team for nearly two decades. Kevin and his team have always provided excellent service around our retirement planning needs. We feel 100% confident in the services he has provided us and the peace of mind that we will meet our retirement goals is invaluable." -Craig S.

Client Centered

"The Capital Group, has consistently provided professional guidance and sound financial  advice over the many years that I have used their services. I am grateful to have Kevin Mohr, and his outstanding staff, as my financial advising team. With their help, I have exceeded both  my wealth, and my lifestyle goals. Now, the same team is helping me build a sound estate plan that works for me, and for my family. Thank you Kevin and the crew at The Capital Group." - Howard Olson, PhD.