Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.
About us
Capstone Financial is a full-service financial planning firm based in Folsom, CA. We offer insurance and wealth management solutions for individuals and businesses all over the greater Sacramento area and throughout California. Chris Vaccaro, founder and CEO of Capstone, has over 20 years of experience in the industry and is known for his skills in capital preservation as well as building relationships with all of his clients. Capstone has been growing in recent years and has assembled a team of experienced professionals with shared goals for excellent customer service, creative problem-solving and well-designed financial strategies. Our team is focused on our clients' goals and is dedicated to our clients' financial success.
- Website
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http://www.capstonefinancial.net
External link for Capstone Financial Group - AIC
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Folsom, CA
- Type
- Privately Held
- Founded
- 2001
- Specialties
- Equity, Fixed Income, and Alternative Investments, Life, Health, Disability Insurance, Estate Planning, and Retirement Planning
Locations
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Primary
Get directions
620 Coolidge Dr
Suite 165
Folsom, CA 95630, US
Employees at Capstone Financial Group - AIC
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Bill Kennedy
Financial Advisor at Capstone Financial Group-AIC
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Michael Arthurs, CFF®
Financial Advisor and Certified Financial Fiduciary® at Capstone Financial Group
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Scott Planer
Financial Advisor at CAPSTONE FINANCIAL GROUP
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Louay A. Elhadj
Wealth Management, Insurance, Real Estate & Mortgage
Updates
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Childhood attitudes and habits can determine your child's health in his or her adult years.
Raising Healthy Children
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Tax freedom day: the day you begin earning money for yourself. #TaxFreedomDay
Tax Freedom Day
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The stock market saw solid gains this quarter, with AI news, soft landing signs, and dovish comments from the Fed fueling investor confidence. #StockMarket #Investing #Finance #Economy #Q1Update https://lnkd.in/g9SbH_DA
Quarterly Market Insights | Q1 2024
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Protect yourself from identity theft. #IdentityTheft
To Catch a Thief
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Marginal tax bracket and holding period affect capital gains taxes. Learn more.
Capital Gains Tax Estimator
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Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.
Coaches
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Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
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Take the time to think about these three things when shopping for your next vehicle.
Consider These 3 Things Before Driving Off the Lot
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To Buy or Not to Buy
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