Capstone Financial Group - Folsom, California

Introducing Capstone Financial Group

Located at 620 Coolidge Dr #190, Folsom, CA 95630, United States, Capstone Financial Group stands out as a reliable financial planning service. Their contact number is 9164678850, ensuring clients can reach them easily for consultations and advice. For those interested in learning more, their website capstonefinancial.net offers a wealth of information about their services and expertise.

Features and Specialties

Capstone Financial Group specializes in providing expert financial planning services. Their primary focus is on ensuring that clients' financial futures are secure and well-managed. Among their notable specialties is being a financial planner, a role that involves creating tailored financial strategies to help individuals achieve their long-term goals.

Accessibility and Convenience

Accessibility is a key aspect of Capstone Financial Group's service. Their location includes a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet, ensuring they cater to all clients' needs. They also remind visitors to schedule appointments in advance, showing their commitment to organized service delivery.

Client Reviews and Opining

Client satisfaction is evident from the 2 reviews on Google My Business, where the overall average opinion is a commendable 5/5. Feedback highlights the group's proactive management of retirement accounts and strong investment protection, which has led to ongoing recommendations from satisfied clients. This speaks volumes about their commitment to customer satisfaction and financial acumen.

Recommendations for Potential Clients

For anyone considering financial planning services, Capstone Financial Group offers a promising solution. Their accessibility, combined with their solid track record and client testimonials, makes them a strong contender in the financial planning arena. Prospective clients are encouraged to reach out directly via their website to schedule a consultation or to learn more about their services.

👍 Reviews of Capstone Financial Group

John S.

5/5

Bonnie And I have been with Capstone since 2005 when we moved our retirement accounts to Chris at Capstone. We are very pleased with there treatment of our funds and there ability to protect our investments as if they were managing their own retirement. We have sent several clients to them and will continue. Our hat is off to the growing group. Keep up the good work.

Candice H.

5/5