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
- Website
- capstoneaccess.com
- Industry
- Financial Services
- Employees
- 11
- Founded
- 2008
- Stock Symbol
- ABOVE
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Ann Richardson | Personal Assistant at Capstone | Greater Lewiston Area, United States |
Email
Phone
|
| Marcel Morin, Aif, Cltc, Cfs® | I Help Busy Professionals Create |
View
|
|
| Mark Haycock | Financial Services Representative | Bluffton, South Carolina, United States |
Email
|
| Alex V. Brand Cfa® Mba | Success Often Adds Complexity to Your | Richmond, Virginia, United States |
Email
|
Employees by Management Level
Individual contributor
4 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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