When our tax firm started in 1983, it quickly became clear that many of our tax clients were suffering from poor investment advice. Often, clients were placed in the wrong investments by advisors who either did not fully understand the tax implications or failed to consider the client's complete financial situation.
We believe that all aspects of your financial picture should be given equal emphasis, including the tax impact on your investments. Every financial decision, from your investment choices to financing a home, saving for retirement, funding a child's education, planning your legacy, or business planning, has a tax consequence. At Capstone Tax & Financial, we pair these financial decisions with tax planning, giving you a comprehensive financial plan.
Give us a call today:
Saline: (734) 429-1040
Dennis Michalak, Christopher Michalak and Nicholas Kaster. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax affiliated insurance agency. Please visit https://www.avantax.com/about/legal-compliance-policies/social-media-policy for more information. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000
Company Details
- Employees
- 3
- Founded
- -
- Address
- 511 E Michigan Ave, Saline,michigan 48176,united States
- Phone
- +1 734 429 1040
- in****@****etf.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- capstonetf.com
- Keywords
- Tax, Finance, Investment, Estate Planning, Wealth Management, Insurance, Education Planning, Legacy Planning, Small Business, Retirement, Financial Advising.
- HQ
- Saline, Michigan
Capstone Tax & Financial Questions
Capstone Tax & Financial's helpline number is +1 734 429 1040
Capstone Tax & Financial's website is capstonetf.com
Capstone Tax & Financial's LinkedIn profile is https://www.linkedin.com/company/capstonetf
Capstone Tax & Financial has
3 employees.
View email and phone details for 3
employees at Capstone Tax & Financial.
Capstone Tax & Financial's industry is
Financial Services
Capstone Tax & Financial's top competitors are
Maritz,
Yeo & Yeo Cpas & Advisors,
Wolverine Tax And Financial,
City Of Marquette, Mi,
Cetera Financial Group,
Capstone,
Avantax,
Hscprep,
Ann Arbor Summer Festival (A2sf).
Capstone Tax & Financial's support email address is info@capstonetf.com
Capstone Tax & Financial's categories are Financial Services
Capstone Tax & Financial's founding year is 1983
