Capstone Financial, LLC
Company Management

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
Industry
Financial Services
Employees
78
Founded
1886
Stock Symbol
RECOR
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
Michael Woods Cfp, Cdfa Founding Partner at Cretirement
Email
Ann Marie Casabianca Loan Officer at Capstone Finance
Email Phone
Scott Sinek
Email
Seth Cohn
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 Email Phone
Finance 7 7 0
Executive 3 3 1
General 2 2 2
Sales 1 1 0

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