Capstone Financial Partners

Capstone Financial Partners

Financial Services 4470 Cox Rd 11 employees ABOVE
Employees
11
Contacts
3
Emails
3
Phones
1

Capstone Financial Partners Overview

Headquarters
4470 Cox Rd
Industry
Financial Services
Employees
11
Founded
2008
Stock Symbol
ABOVE
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Capstone Financial Partners

The professionals at Capstone Financial Partners offer comprehensive wealth management services to help individuals and families effectively and efficiently manage their financial lives. By exploring every facet of your current situation, we can help you distill the complexities of your financial affairs into short-term priority areas and long-term aspirations. Whether you are looking for a comprehensive financial plan to help you prepare for retirement or only have a single investment goal in mind, our experienced professionals work in close collaboration with you to find a solution that best meets your objectives. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Capstone Financial Partners is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services references on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-553-7872. Neither Kestra IS nor Kestra AS provide tax or legal advice. www.finra.org www.sipc.org

Capstone Financial Partners Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Capstone Financial Partners Org Chart

Sample employees and titles
Name Title Contact
Ann Richardson Personal Assistant at Capstone
Email Phone
Marcel Morin, Aif, Cltc, Cfs® I Help Busy Professionals Create
View
Mark Haycock Financial Services Representative
Email
Alex V. Brand Cfa® Mba Success Often Adds Complexity to Your
Email

Employees by Management Level

Individual contributor 4 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 0
Sales 1 1 0

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