SSB Investment Services
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
200 Charlton Rd # B, Sturbridge, Massach...Phone Number
(508) 764-0046Website
thecapstone.groupRevenue
$6.4 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
1
1
1
1
1
About SSB Investment Services
The Capstone Planning Group is a wealth management team located at Cornerstone Bank, offering independent financial guidance and a comprehensive range of investment options including stocks, bonds, and mutual funds. They cater to a diverse clientele, providing personalized financial planning, retirement income strategies, and custom investment recommendations. Their services are delivered through LPL Financial, recognized as the industry's top independent broker-dealer. With over 100 years of collective experience, they prioritize their clients' best interests and aim to build trust through objective advice.Explore more
SSB Investment Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2009
Company Profile Activity
Activity Insights
SSB Investment Services is experiencing very low activity levels compared to other companies in the Finance sector.
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SSB Investment Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SSB Investment Services.
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The Capstone Planning Group is a wealth management team located at Cornerstone Bank, offering independent financial guidance and a comprehensive range of investment options including stocks, bonds, and mutual funds. They cater to a diverse clientele, providing personalized financial planning, retirement income strategies, and custom investment reco... Read More
