Capital Conclusions

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

5550 Glades Rd Ste 250, Boca Raton, Flor...

Phone Number

(561) 392-7400

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Capital Conclusions

Capital Conclusions Corporation is an independent, full-service financial planning organization dedicated to helping clients achieve financial security through a range of services including wealth management, insurance planning, pension planning, asset protection planning, and estate planning. The company employs a proprietary, scientific, and behavioral approach to financial planning, ensuring customized and transparent investment strategies tailored to individual client needs. Their target clients include professional athletes and individuals seeking financial freedom and stability. With a focus on compassion, customization, and communication, Capital Conclusions aims to facilitate a client-centric experience in navigating the complexities of financial management.Explore more
Capital Conclusions's Social MediaPopular SearchesCapital Conclusions CorpCapital ConclusionsCapitalconclusions ComSIC Code 62,628NAICS Code 52,523Show more

Capital Conclusions Org Chart

PhoneEmail
Harvey Stein, President at Capital Conclusions
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Conclusions

<$5M
1-10
Private
<$5M
1997
Harvey Stein, President at Capital Conclusions
Harvey SteinPresident
<$5M
1-10
Private
-
2011
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2005
CB
Crystal BrownOffice Manager and Notary
<$5M
1-10
Private
-
2007
RA
Robert AllenPresident & Owner
<$5M
1-10
Private
-
2016
CC
Cindy CoupalWealth Management Coordinator
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Capital Conclusions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capital Conclusions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital Conclusions.

Capital Conclusions financials insights

Gather financial insights about Capital Conclusions, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$19K

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Capital Conclusions Tech Stack

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Frequently Asked Questions Regarding Capital Conclusions

What is Capital Conclusions's official website?
Capital Conclusions's official website is www.capitalconclusions.com
What is Capital Conclusions's Revenue?
Capital Conclusions's revenue is <$5 Million
What is Capital Conclusions's SIC code?
Capital Conclusions's SIC: 62,628
What is Capital Conclusions's NAICS code?
Capital Conclusions's NAICS: 52,523
How many employees does Capital Conclusions have?
Capital Conclusions has 1-10 employees
What industry does Capital Conclusions belong to?
Capital Conclusions is in the industry of: Finance, Insurance, Securities Trading
What is Capital Conclusions competition?
Capital Conclusions top competitors include: Plan Well Live Well, Financial Partners, Eleven Point Financial Advisors, Mastey Financial Group
What technology does Capital Conclusions use?
Some of the popular technologies that Capital Conclusions uses are: Cloudflare CDN, Google Font API, Microsoft 365, GoDaddy DNS
How do I contact Capital Conclusions?
Capital Conclusions contact info: Phone number: (561) 392-7400 Website: www.capitalconclusions.com
What does Capital Conclusions do?

Capital Conclusions Corporation is an independent, full-service financial planning organization dedicated to helping clients achieve financial security through a range of services including wealth management, insurance planning, pension planning, asset protection planning, and estate planning. The company employs a proprietary, scientific, and beha... vioral approach to financial planning, ensuring customized and transparent investment strategies tailored to individual client needs. Their target clients include professional athletes and individuals seeking financial freedom and stability. With a focus on compassion, customization, and communication, Capital Conclusions aims to facilitate a client-centric experience in navigating the complexities of financial management.Read More

What are Capital Conclusions social media links?
Capital Conclusions Linkedin page Capital Conclusions Twitter page
Is Capital Conclusions a public company?
Capital Conclusions is private company therefore does not currently have an official ticker symbol
See more information about Capital Conclusions

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