Dear Valued Clients,
As our business continues to grow, we are pleased to announce some exciting news! Beginning March 3, 2020, SSB Investment Services will be rebranding as The Capstone Planning Group.
We are not moving or changing firms. Our rebranding will not affect your accounts or require any action on your part. We’re simply evolving to offer valued customers, like you, the highest quality service and support possible.
Here are some of the enhancements that you will notice:
Our new, enhanced service model will include two options:
Please note that this will not affect any existing client relationships. These options are for new clients so please encourage your friends, family, and peers to check out our new enhanced services! These enhancements will allow us to continue to meet a wider range of client needs—while delivering exceptional service to all of our clients.
If you have any questions, please do not hesitate to call. We encourage you to visit our new website or stop by for a visit! We thank you for your ongoing support and the opportunity to serve your needs.
Jason Main: Senior Vice President, Investments
John Jawor: Vice President, Investments
Christopher Mallon: Program Manager
Jamey Mekal: Client Service Associate
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