Capstone Financial is the premier full-service financial services firm in the southeast committed to helping our clients pursue their financial goals. We are a general agency of MassMutual Financial Group. Our firm has had a relationship with MassMutual here in the Atlanta area since 1886. MassMutual Financial Group; is comprised of member companies with over $500 billion in assets under management. MassMutual Financial Group; is a global, growth-oriented, diversified financial services organization providing life insurance, annuities, disability income insurance, long-term care insurance, retirement planning products, income management, and other financial products and services. Mission:?IT?S NOT AN EVENT, IT?S A JOURNEY. 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.
51 to 200 Employees
TypePrivate Practice / Firm
RevenueUnknown / Non-Applicable
IndustryInsurance Carriers
Competitors?Unknown
Founded1886