Capstone Financial Group

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

620 Coolidge Dr Ste 165, Folsom, Califor...

Phone Number

(916) 467-8850

Revenue

$6.4 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Capstone Financial Group

Capstone Financial Group has been helping individuals and businesses in the region meet their financial goals since 1989. The company's team of professionals has a shared goal of great customer service, creative problem-solving and well-designed financial strategies. The company's desire is to help you understand the opportunities and potential rewards of taking a proactive approach to your financial situation. In today's market there are literally hundreds of financial products from dozens of providers, including insurance, investments, trusts, retirement plans and more. Choosing the proper combination of these products to help meet your financial goals can be a daunting task without the proper expertise. As an independent financial services company, Capstone Financial Group can draw from a variety of companies. The company's professionals team with you to help define your short- and long-term financial goals, compare those goals to the products and services available in the marketplaRead more
Capstone Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Capstone Financial Group Org Chart

PhoneEmail
WC
United States flag for contact location.

Manager, Development

PhoneEmail
JD
United States flag for contact location.

Manager, Health Insurance

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capstone Financial Group

$6.4M
11-50
Private
-
2001
WC
William CastroManager, Development
$7.3M
11-50
Private
-
1990
JS
James SchmeichelFinancial Advisor
<$5M
1-10
Private
-
1990
MS
Marc SigelManaging Partner, Financial Advisor
<$5M
1-10
Private
-
-
MS
Marty SassonFinancial Planner
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Capstone Financial Group Tech Stack

A closer look at the technologies used by Capstone Financial Group

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Frequently Asked Questions Regarding Capstone Financial Group

What is Capstone Financial Group's official website?
Capstone Financial Group's official website is www.capstonefinancial.net
What is Capstone Financial Group's Revenue?
Capstone Financial Group's revenue is $6.4 Million
What is Capstone Financial Group's SIC code?
Capstone Financial Group's SIC: 62,628
What is Capstone Financial Group's NAICS code?
Capstone Financial Group's NAICS: 52,523
How many employees does Capstone Financial Group have?
Capstone Financial Group has 11-50 employees
What industry does Capstone Financial Group belong to?
Capstone Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Capstone Financial Group competition?
Capstone Financial Group top competitors include: FactSet Research Systems, Investment Advisors, Sasson Financial Group, Strategic Resource Group
What technology does Capstone Financial Group use?
Some of the popular technologies that Capstone Financial Group uses are: Cloudflare Website Optimization, Smarsh, Datadog, Microsoft 365
How do I contact Capstone Financial Group?
Capstone Financial Group contact info: Phone number: (916) 467-8850 Website: www.capstonefinancial.net
What does Capstone Financial Group do?

Capstone Financial Group has been helping individuals and businesses in the region meet their financial goals since 1989. The company's team of professionals has a shared goal of great customer service, creative problem-solving and well-designed financial strategies. The company's desire is to help you understand the opportunities and potential rew... ards of taking a proactive approach to your financial situation. In today's market there are literally hundreds of financial products from dozens of providers, including insurance, investments, trusts, retirement plans and more. Choosing the proper combination of these products to help meet your financial goals can be a daunting task without the proper expertise. As an independent financial services company, Capstone Financial Group can draw from a variety of companies. The company's professionals team with you to help define your short- and long-term financial goals, compare those goals to the products and services available in the marketplace, and craft a financial strategy that is right for you! Check the background of this firm on FINRA's BrokerCheck.Read More

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

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