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) 467-8850Website
www.capstonefinancial.netRevenue
$6.4 MillionIndustry
ZI Rank: 2
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ZI Rank
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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 Org Chart
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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.
Capstone Financial Group Tech Stack
A closer look at the technologies used by Capstone Financial Group
Most Recent Scoops
Project
A front-line source has indicated that the organization's largest upcoming initiative will focus on a facility migration.
Migration
Project
A front-line source in financial planning has indicated that the organization has completed initiatives related to asset management within the last nine months.
Asset Management, Financial Planning
Project
A front-line source in financial planning has indicated that the organization has completed initiatives related to asset management within the last nine months.
Asset Management, Financial Planning
Project
Financial Planning, Financial Systems
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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... Read More
