Capstone Financial Group
Finance · Alabama, United States · 1-10 Employees
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Overview
Headquarters
3500 Blue Lake Dr Ste 280, Birmingham, A...Phone Number
(205) 444-5577Website
www.thecapstoneway.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
1
1
1
1
About Capstone Financial Group
Capstone Financial Group, LLC is a comprehensive financial services practice dedicated to assisting individuals, families, and businesses in achieving their financial goals. They offer a range of services including financial planning, income protection, life insurance, and business planning solutions. The firm focuses on providing financial tools and resources to enhance financial security and stability. Their target clients include individuals seeking personal financial advice and businesses looking for employer-sponsored benefits and retirement plans.Explore more
Capstone Financial Group Org Chart
KW
Senior Executive Assistant
CH
Wealth Management Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
Capstone Financial Group
<$5M
1-10
Private
-
2009
SH
Sophia HenryExecutive Assistant & Client Services Specialist
<$5M
1-10
Private
-
2007
SL
Sarah LawyerPrincipal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor
<$5M
1-10
Private
-
1997
BH
Brian HelmSenior Financial Representative & Securities Registered Principal & Financial Representative & Advisor
<$5M
1-10
Private
-
2017
KS
Kevin SmithPrincipal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor
Company Profile Activity
Activity Insights
Capstone Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Capstone Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capstone Financial Group.
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Capstone Financial Group, LLC is a comprehensive financial services practice dedicated to assisting individuals, families, and businesses in achieving their financial goals. They offer a range of services including financial planning, income protection, life insurance, and business planning solutions. The firm focuses on providing financial tools a... Read More
