Recently attended Capstone Planning's annual shred event and food drive and had a great time. It's always such a nice event and you can tell how much they care about their clients and the community.
I've worked with Capstone for years and they really feel more like family than just a financial office. Super friendly people, easy to talk to, and very knowledgeable about retirement and financial planning. If you're getting close to retirement and want people you can trust, I'd definitely recommend giving them a call. read more