Financial Advisors Sturbridge MA Financial Advisors Charlton MA Financial Advisors Spencer MA

ABOUT US

The Capstone Planning Group is a comprehensive wealth management team conveniently located at Cornerstone Bank. Our financial advisors can be found in Sturbridge, Charlton, Southbridge, Spencer, Leicester, Webster, Rutland, Holden, Shrewsbury and surrounding towns. Our group has over 100 years of collective industry experience assisting a wide range of clients pursue their financial goals. Our areas of focus include:

Comprehensive 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?

Behind the scenes The Capstone Planning group is supported 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 provides the Capstone Planning Group access to industry leading economists, analysts, research, and portfolios from institutional asset managers.

Because we have chosen to operate as an independent financial service firm, we have greater access to a complete range of products and strategies. Unlike some of our competitors, we are not limited to specific products or required to "sell" a specific set of investments. This flexibility enables us to seek objective recommendations and guidance based directly on your needs.

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

Check the background of your financial professionals on FINRA's BrokerCheck.

Conveniently located at Cornerstone Bank

ABOUT US

What does it mean to be Independent?

Schedule a meeting with our team:

Individual Bios

Christopher Mallon

Christopher Mallon

Christopher Mallon

John Jawor

Christopher Mallon

Christopher Mallon

James Mcnamara

Christopher Mallon

James Mcnamara

Kevin Outland

dylan arsenault

James Mcnamara

Jamey Mekal

dylan arsenault

dylan arsenault

dylan arsenault

dylan arsenault

dylan arsenault

ABOUT US

What does it mean to be Independent?

Schedule a meeting with our team:

Individual Bios

Christopher Mallon

Christopher Mallon

Christopher Mallon

John Jawor

Christopher Mallon

Christopher Mallon

James Mcnamara

Christopher Mallon

James Mcnamara

Kevin Outland

dylan arsenault

James Mcnamara

Jamey Mekal

dylan arsenault

dylan arsenault

dylan arsenault

dylan arsenault

dylan arsenault

For optimal experience