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2365 Iron Point Road, Suite 180
Folsom, CA 95630
Phone:
  • (916) 467-8850
Fax:
  • (916) 817-8863

Welcome to Capstone Financial Group

Capstone Financial Group has been helping individuals and businesses in the region meet their financial goals since 1989. Our team of professionals has a shared goal of great customer service, creative problem-solving and well-designed financial strategies. Our desire is to help you understand the opportunities and potential rewards of taking a proactive approach to your financial situation.

In today's market there are literally hundreds of financial products from dozens of providers, including insurance, investments, trusts, retirement plans and more. Choosing the proper combination of these products to help meet your financial goals can be a daunting task without the proper expertise.

As an independent financial services company, Capstone Financial Group can draw from a variety of companies. Our professionals team with you to help define your short- and long-term financial goals, compare those goals to the products and services available in the marketplace, and craft a financial strategy that is right for you!

Check the background of this firm on FINRA's BrokerCheck.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck