Caputo & Associates Financial Group

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Caputo & Associates Financial Group Caputo & Associates Financial Group,
your trusted partner in financial growth Cambridge and Caputo & Associates Financial Group are not affiliated.

We are a comprehensive financial services firm committed to helping our clients achieve financial success. Caputo & Associates operates as a unified team, cultivating an environment where collaboration, innovation, and a client-centric approach thrives. Our goal is simple yet profound: to provide the best service and experience possible. Our team will work closely to assess and optimize your current situation and develop a customized financial plan to accomplish your specific goals. We find success together by helping you make your plans a reality because at the end of the day what matters to you, truly matters to us. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided on these websites.

10/13/2026

🚨FRIENDLY FINANCIAL REMINDER 🚨

If you have questions, concerns, big life changes or just need reassurance about your plan... CALL US!

Sometimes one phone call can bring a whole lot of peace of mind. 🙂

☎️ 419-483-0001

10/09/2026

💰Fun Fact Friday!💰

➡️Fun Fact: October is National Financial Planning Month. It was established in 2002 by the Financial Planning Association to help people prep their budgets for the Holiday season.

🫣Dare we ask?? Has anyone started on their Holiday shopping list?

10/07/2026

🍂STOP SCROLLING-YOUR FALL BUCKET LIST JUST GOT AN UPGRADE🍂

🎃visit a pumpkin patch
🍎drink apple c***r
🧣break out the comfy sweaters
🚗take the scenic route
📑review retirement plan
✔️check beneficiaries
☎️schedule financial review

Because fall is for enjoying the moment and planning for what's next.

10/05/2026

They teach.👩‍🏫
They inspire.💭
They solve problems.🤔
They survive on coffee. ☕
And somehow remember 30 kids’ names before lunch. 😅

Thank a teacher today. They've earned it! 🍎

Happy World Teachers' Day! ❤

10/02/2026

😊Fun Fact Friday 😀

Today is World Smile Day!! World Smile day was created in 1999 by Harvey Ball ( the artist who invented the yellow smiley face), the day encourages acts of kindness and helping others smile! 😁🫶

So today, smile a little bigger, laugh a little louder, and spread some positivity! 🙂😉

🎈🎊Here's to another year of great memories, exciting opportunities and making every moment count. Happy Birthday, Chris!...
09/26/2026

🎈🎊Here's to another year of great memories, exciting opportunities and making every moment count. Happy Birthday, Chris!! We hope you have a great day!

09/25/2026

Happy Fun Fact Friday!!

Today we have fun fact about Chris.

✈🌎Fun Fact: Chris traveled to all 50 states!! When asked what his favorite state was to visit he said, " They are all unique. I found something to enjoy in each one."

👇👇👇 Do you have a favorite state that you like to travel/traveled to?? Tell us in the comments!

🔥 Cambridge Ignite Conference 2026 🔥 Chris, Kristin, Lauren & Tabatha spent the week learning, connecting, and growing t...
09/21/2026

🔥 Cambridge Ignite Conference 2026 🔥

Chris, Kristin, Lauren & Tabatha spent the week learning, connecting, and growing together at the Cambridge Ignite Conference!

From networking and educational sessions to key note speakers and peer collaboration, we came away with fresh ideas, new perspectives, and plenty of inspiration. 🤩

Built on trust. Growing together. 🤝

09/17/2026

🚨QUESTION 🚨

- You insure your car, your home, and even your phone...

But have you protected your greatest asset - YOU?!

📞Let's talk about how life insurance can help protect what matters most.

Not all life insurance is the same. Here's the difference between the two most common types.➡️Term life insurance covers...
09/15/2026

Not all life insurance is the same. Here's the difference between the two most common types.

➡️Term life insurance covers you for a set period of time, typically 10, 20, or 30 years. If you pass away during that term, your beneficiaries receive the payout. It's straightforward and usually the more affordable option.

➡️Whole life insurance covers you for your entire life and builds cash value over time. It's more expensive, but it can serve a different purpose depending on your financial goals.

The best fit depends on your age, budget, dependents, and what you're trying to protect. 🫶

Address

301 W. Main Street
Bellevue, OH
44811

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30am
Thursday 9am - 4:30am
Friday 9am - 4pm

Telephone

+14194830001

Website

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