Capstone Financial is a full-service financial planning firm based in Folsom, CA. We offer insurance and wealth management solutions for individuals and businesses all over the greater Sacramento area and throughout California.
Chris Vaccaro, founder and CEO of Capstone, has over 20 years of experience in the industry and is known for his skills in capital preservation as well as building relationships with all of his clients.
Capstone has been growing in recent years and has assembled a team of experienced professionals with shared goals for excellent customer service, creative problem-solving and well-designed financial strategies. Our team is focused on our clients' goals and is dedicated to our clients' financial success.
Company Details
- Employees
- 35
- Founded
- -
- Address
- 620 Coolidge Dr, Suite 190,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- capstonefinancial.net
- Keywords
- Equity, Fixed Income, and Alternative Investments, Life, Health, Disability Insurance, Estate Planning, Retirement Planning.
- HQ
- Folsom, CA
Capstone Financial Group - Aic Questions
Capstone Financial Group - Aic's website is capstonefinancial.net
Capstone Financial Group - Aic's LinkedIn profile is https://www.linkedin.com/company/capstonefinancial
Capstone Financial Group - Aic has
35 employees.
View email and phone details for 35
employees at Capstone Financial Group - Aic.
Capstone Financial Group - Aic's industry is
Investment Management
Capstone Financial Group - Aic's top competitors are
Mooton Group Inc,
Wifs Phoenix,
Pacific Advisors,
Capstone Partners Financial And Insurance Services,
Ameritas,
Unlocked Financial,
Heal Myanmar Japan,
Lake Tahoe Wealth Management, Inc.,
Mcguire Media, Llc,
Nylife Securities Llc.
Capstone Financial Group - Aic's categories are Investment Management
Capstone Financial Group - Aic's founding year is 2001
