Capstone Financial, LLC
Financial Services
3550 Lenox Rd Ne
78 employees
RECOR
- Employees
- 78
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Capstone Financial, LLC Overview
- Headquarters
- 3550 Lenox Rd Ne
- Phone Number
- Available in AeroLeads
- Website
- capstonefinancialga.com
- Industry
- Financial Services
- Employees
- 78
- Founded
- 1886
- Stock Symbol
- RECOR
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Capstone Financial, LLC
By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta. We are a MassMutual agency and have been steadily growing since our firm was founded in Atlanta in 1886. Today, it is still our vision to help our clients navigate the complexities of managing wealth and will continue to deliver the same customized solutions now as we have since our start. Our approach to setting financial goals and building strategies around them is three-fold: Consultative, Collaborative, and Comprehensive. By asking the right questions, and intuitively listening to your answers, we set the groundwork. Then, we work with you and our extended team of partners to craft an individualized financial plan to help you achieve your goals. Various perspectives and possibilities are considered to give you a customized, thorough strategy for wealth accumulation and preservation. Your goals, your priorities, your dreams, your decision. Please call us if you have any questions about our firm or the range of financial products and services we provide. Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC. 3550 Lenox Road Northeast, Suite 1100, Atlanta, GA 30326. (404) 261-8900. Capstone is not a subsidiary of MassMutual or its affiliated companies.
Capstone Financial, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Capstone Financial, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Michael Woods Cfp, Cdfa | Founding Partner at Cretirement | Atlanta, Georgia, United States |
Email
|
| Ann Marie Casabianca | Loan Officer at Capstone Finance | Chattanooga, Tennessee, United States |
Email
Phone
|
| Scott Sinek | Brea, California, United States |
Email
|
|
| Seth Cohn | Atlanta, Georgia, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
19 profiles
Executive
4 profiles
Director
2 profiles
Manager
2 profiles
Associate / junior
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 7 | 7 | 0 |
| Executive | 3 | 3 | 1 |
| General | 2 | 2 | 2 |
| Sales | 1 | 1 | 0 |
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