Capstone Retirement Services

Finance · Oklahoma, United States · 1-10 Employees

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Overview

Headquarters

1310 S Kelly Ave, Edmond, Oklahoma, 7300...

Phone Number

(405) 310-7028

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 1
Signal Type
Dec
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Apr
May
ZI Rank
1
1
1
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1

About Capstone Retirement Services

Capstone Retirement Services, LLC is a leader in retirement plan services, providing efficient, accurate, and affordable solutions to over 500 clients since the 1980s. They assist employers in the design, implementation, administration, and compliance of a wide range of retirement plans, tailoring solutions to maximize contributions and optimize tax strategies. Committed to outstanding client relationships, they ensure compliance with DOL/IRS regulations while prioritizing data security through secure communication systems. Capstone's focus on professional excellence and transparency in service agreements sets them apart in the retirement services industry.Explore more
Capstone Retirement Services's Social MediaPopular SearchesCapstone Retirement Services LLCCapstone - Beyond LimitsSIC Code 63,637NAICS Code 52,523Show more

Capstone Retirement Services Org Chart

PhoneEmail
BP
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Pension Administrator

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Compare Similar Companies to Capstone Retirement Services

Compare insights from companies similar to Capstone Retirement Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capstone Retirement Servi...

<$5M
1-10
Private
-
2015
BP
Becky PowellPension Administrator
<$5M
11-50
Private
<$5M
1982
AR
Angie RodisHead of Business Development, Investment Advisor
<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
-
KL
Karin LeithManager, Retirement Plan Administration
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
<$5M
-
RW
Robert WarmusPresident, Consulting Actuary
<$5M
1-10
Private
-
2002
Jason Whitney, President at Whitney Pension Associates
Jason WhitneyPresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Capstone Retirement Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Capstone Retirement Services Tech Stack

A closer look at the technologies used by Capstone Retirement Services

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Frequently Asked Questions Regarding Capstone Retirement Services

What is Capstone Retirement Services's official website?
Capstone Retirement Services's official website is www.capstoneretirementservices.com
What is Capstone Retirement Services's Revenue?
Capstone Retirement Services's revenue is <$5 Million
What is Capstone Retirement Services's SIC code?
Capstone Retirement Services's SIC: 63,637
What is Capstone Retirement Services's NAICS code?
Capstone Retirement Services's NAICS: 52,523
How many employees does Capstone Retirement Services have?
Capstone Retirement Services has 1-10 employees
What industry does Capstone Retirement Services belong to?
Capstone Retirement Services is in the industry of: Finance, Business Services, Securities Trading
What is Capstone Retirement Services competition?
Capstone Retirement Services top competitors include: KB Actuarial, Pension and Retirement Services, W&W Actuarial Services, Whitney Pension Associates
What technology does Capstone Retirement Services use?
Some of the popular technologies that Capstone Retirement Services uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
How do I contact Capstone Retirement Services?
Capstone Retirement Services contact info: Phone number: (405) 310-7028 Website: www.capstoneretirementservices.com
What does Capstone Retirement Services do?

Capstone Retirement Services, LLC is a leader in retirement plan services, providing efficient, accurate, and affordable solutions to over 500 clients since the 1980s. They assist employers in the design, implementation, administration, and compliance of a wide range of retirement plans, tailoring solutions to maximize contributions and optimize ta... x strategies. Committed to outstanding client relationships, they ensure compliance with DOL/IRS regulations while prioritizing data security through secure communication systems. Capstone's focus on professional excellence and transparency in service agreements sets them apart in the retirement services industry.Read More

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

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