Capstone Financial Group - AIC的封面图片
Capstone Financial Group - AIC

Capstone Financial Group - AIC

投资管理

Folsom,CA 144 位关注者

关于我们

Capstone Financial is a full-service financial planning firm based in Folsom, CA. We offer insurance and wealth management solutions for individuals and businesses all over the greater Sacramento area and throughout California. Chris Vaccaro, founder and CEO of Capstone, has over 20 years of experience in the industry and is known for his skills in capital preservation as well as building relationships with all of his clients. Capstone has been growing in recent years and has assembled a team of experienced professionals with shared goals for excellent customer service, creative problem-solving and well-designed financial strategies. Our team is focused on our clients' goals and is dedicated to our clients' financial success.

网站
https://www.capstonefinancial.net
所属行业
投资管理
规模
11-50 人
总部
Folsom,CA
类型
私人持股
创立
2001
领域
Equity, Fixed Income, and Alternative Investments、Life, Health, Disability Insurance、Estate Planning和Retirement Planning

地点

  • 主要

    620 Coolidge Dr

    Suite 165

    US,CA,Folsom,95630

    获取路线

Capstone Financial Group - AIC员工

动态

相似主页

查看职位