CONNECT

Address:

3500 Blue Lake Drive, Suite-290
Birmingham, AL 35243

Phone:

866-747-3223 Toll Free,205-444-5577 Direct,251-210-2670 Direct

Fax/Other:

877-414-3971

Our Firm

We are a financial services practice committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. 

We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing you with assistance, the right information and a structured plan of action: "theCAPSTONEway".  We bring different ideas and a different approach to comprehensive planning to our clients. 

Please call us if you have any questions about our practice or the range of financial products and services we offer.

 

What makes us different?

Capstone Financial Group is different because each of its associates came to their financial services career after years of personal experience as business owners in small business from other industry sectors. Capstone Financial associates have the personal experience that's needed to better understand the planning needs for individuals, families, and business owners in today's ever changing world. Not all organizations have the years of experience, knowledge, strategies, or products to properly serve the diverse and extensive needs of these groups.

 

How do we do it?..."theCAPSTONEway"

We've developed and adhere to a different process when working with our clients.  Throughout the client relationship, we stay the course with this agenda and financial analysis process.  Additionally, to support and complement the abilities of our associates, we utilize the expertise of unique advanced solutions resource teams at the Principal Financial Group® and companies available through the Preferred Product Network.

Capstone Financial delivers multiple knowledgeable resources to its clients with a single point of reference: the Capstone Financial agent and/or financial representative.  These advanced solution teams are well versed, up to date, and knowledgeable about the strategies required to help provide our clients the opportunity of financial success.  Our experience and resources enable us to present prudent and viable options to help accomplish clients' goals and objectives.

 

How can we help others?

We appreciate and need your introduction to others.  Our business has grown with the help of clients, associates, and friends like you.  We are often introduced to individuals who have experienced some form of a life event: change in marital status, birth of a child, job or career change, retirement. 

Please click here to tell us of a person you feel we can help or who may benefit from having a conversation with one of our associates.

 

 

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