Capstone Financial Group is one of the Sacramento region's prominent financial services and wealth management firms. Founded in 2002 by Chris Vaccaro, CLU, ChFC, Capstone has earned a strong reputation with the surrounding communities. Based in Folsom California, our local office is comprised of 6 advisors and 4 support staff. Capstone is also home to another 11 advisors throughout the western states. While we are considered a large firm, our personalized approach is designed to give every client a custom planning experience. With over $160 million in assets under management and another $135 million in other investments, our advisors have a broad range of experience and knowledge. Capstone Financial Group is uniquely positioned to help you with your personal, family, and business planning needs. Please reach out to us to schedule a time for a preliminary conversation. Our process is straightforward, educational, and moves at your pace. We look forward to helping you with the financial issues, fears, concerns, and big questions. Let's get started today!
|Firm Start Year:||2002|
|States Licensed in:||California, Nevada, Oregon, Washington, Idaho, Arizona, Alabama, and Colorado|
|Number of Years with Current Firm:||19|
|Advisory Services Provided:||Financial Planning for Individuals, Financial Advice & Consulting, Risk Management, Money Management, Insurance Products & Annuities, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Financial Planning for Businesses, Investment Advice & Management, Wealth Management|
Representatives offer products and services using the following business names: Capstone Financial Group - insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC - securities and investments | Ameritas Advisory Services (AAS) - investment advisory services. AIC and AAS are not affiliated with Capstone Financial Group or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.