Capstone Financial, LLC

Q: What is Capstone Financial, LLC's company size?

Capstone financial, llc has 51 - 200 people working.

Financial Services

Specialities :

Comprehensive financial planning

Insurance

Financial services

Wealth management

Life insurance

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta. We are a MassMutual agency and have been steadily growing since our firm was founded in Atlanta in 1886. Today, it is still our vision to help our clients navigate the complexities of managing wealth and will continue to deliver the same customized solutions now as we have since our start. 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 decis...

Contact Information

Atlanta , Georgia , United States

connor@capstonefinancialga.com

capstonefinancialga.com

Capstone Financial, LLC Org Chart

Capstone Financial, LLC

(Financial Services)

51 - 200

Jason Huggins

Chief Executive Officer

View Email

View Contact

Employees

Total Employees:
31

Top Contacts:
2

C-Level 0	VP - Level-
Director1	Manager1
Others29

Employees Working At Capstone Financial, LLC

Joann Phan

Vice President

Christopher Stewart

Director of Advanced Planning

Stephanie Smith

Sales Assistant

Jason Huggins

Chief Executive Officer

Amy Self

Sales Manager

Capstone Financial, LLC Email Formats

Structure	Email Format
<f><last>@	Smith@capstonefn.com
<first><last>@	JohnSmith@capstonefn.com

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Atlanta, GA	communication, media, compliance, financial, collaboration, troubleshooting
BI	Atlanta, GA	communication, media, compliance, financial, collaboration, troubleshooting
Big Data	Atlanta, GA	communication, media, compliance, financial, collaboration, troubleshooting
Billing	Atlanta, GA	communication, media, compliance, financial, collaboration, troubleshooting
Build & Release	Atlanta, GA	communication, media, compliance, financial, collaboration, troubleshooting

Trigger

intent

Capstone Financial, LLC looking to hire in Data Security in Atlanta, GA

intent Mar 07, 2025 Mar 07, 2025

intent

Capstone Financial, LLC looking to hire in Database Administration in Atlanta, GA

intent Mar 07, 2025 Mar 07, 2025

intent

Capstone Financial, LLC looking to hire in Build & Release in Atlanta, GA

intent Mar 07, 2025 Mar 07, 2025

Tech Stack Used By Capstone Financial, LLC

A quick view of products employed by Capstone Financial, LLC

Aws

Google analytics

Microsoft navision

Access

Acrobat

List of technologies used by Capstone Financial, LLC

Analytics

Collaboration

Communication

Compliance

Customer service

Languages Used By Capstone Financial, LLC

Dc K

Jobs at Capstone Financial, LLC

Hiring 2024-11-03 12:33:15

Sales Manager

Atlanta, GA

Capstone Financial Atlanta VP/SVP Sales ManagerDo you aspire to help others become better advisor...

Frequently Asked Questions About Capstone Financial, LLC

What does Capstone financial, llc do?+

What are Capstone financial, llc's specialties? +

Comprehensive financial planning,insurance,financial services,wealth management,life insurance,group benefits,investment management,annuities,disability income insurance,long-term care insurance,retirement planning products,and income management