experienced

The Capstone Planning Group is a wealth management team conveniently located at Cornerstone Bank. We have a presence in Sturbridge, Charlton, Southbridge, Spencer, Leicester, Webster, Rutland, Holden and Worcester MA. Our group has over 49 years of collective experience assisting a wide range of clients pursue their goals. Because we do not offer proprietary investment products, we are able to provide objective recommendations based on each client's specific needs. Our mission is simple: to put our clients best interests first and earn your trust.

Our specialties include:

Financial Planning
Investment advice on stocks, bonds, mutual funds, ETFs and CD's
Retirement Income Planning
Legacy & Estate Planning
401(k)s and 403(b)s
Traditional IRAs and Roth IRAs
Pension Options
Social Security and Medicare
Life Insurance
Annuities
Securities Based Lending

What does it mean to be Independent?

Because we operate as an independent financial service firm, we have access to a complete range of products and strategies to ensure you get the right service. Unlike some of our competitors, we are not required to "sell" a specific set of investments.

You can count on objective recommendations and guidance based directly on your needs and goals.

Behind the scenes The Capstone Planning group is powered by LPL Financial, which is consistently ranked the #1 Independent broker dealer in the United States*. LPL Financial helps advisors like us service over 6 million client accounts and has been entrusted with over $1 trillion of client assets. LPL's technology also provides 24/7 secured access to your account information via a mobile app or web portal.

The Capstone Planning Group | Located at Cornerstone Bank

Direct Phone: 508-764-0046

200 Charlton Road [Suite B]

Sturbridge, MA 01566

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Capstone Planning Group or Capstone EDGE, and may also be employees of Cornerstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

Conveniently located at Cornerstone Bank

experienced

Meet the team

Jason Main

Christopher Mallon

Christopher Mallon

Christopher Mallon

Christopher Mallon

Christopher Mallon

John Jawor

Christopher Mallon

Jamey Mekal

Jamey Mekal

dylan arsenault

Jamey Mekal

James Mcnamara

dylan arsenault

dylan arsenault

dylan arsenault

dylan arsenault

dylan arsenault

What does it mean to be Independent?

Schedule a meeting with our team: