Profile picture of Capstone Financial

Capstone Financial

Atlanta, GA
2 staff members
4 30 Reviews
Company Profile

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.

Company size

51 to 200 Employees

Type

Private Practice / Firm

Revenue

Unknown / Non-Applicable

Industry

Insurance Carriers

Competitors

?Unknown

Founded

1886

Staff Members
Worked since Wednesday, May 29 2024
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