Caputo & Associates Financial Group

Call Directions Website

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.

10/31/2026

👻🦇Wishing everyone a spooktacular Halloween filled with more treats than tricks, lots of laughs, and memories that are sweeter than candy! 🍬

🎂Fun fact Friday!!🎈We have two team members who share the same birthday!! 🤔Coincidence? Absolutely! An excuse for double...
10/30/2026

🎂Fun fact Friday!!🎈

We have two team members who share the same birthday!!

🤔Coincidence? Absolutely! An excuse for double the cake? Also absolutely! 🎂🎂

Happy Birthday Lauren & Taylor!! We hope you have the best day!!

10/16/2026

🦉Fun Fact Friday!!🦉

October is Owl Month
🦉Owls can turn their heads up to 270 degrees
✨Owls are symbols of wisdom, protection and good luck
👀They have excellent night vision

Just like an owl keeps watch, we believe in keeping an eye on your financial future, too!

🍁Stay wise, plan ahead, and let your financial future take flight 🦉

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!

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

Alerts

Be the first to know and let us send you an email when Caputo & Associates Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Nearby accountants