Are you a financial professional looking to join or affiliate with a growing organization? The Capstone Planning Group has various opportunities and programs available.
Are you a CPA looking to grow your practice and add client value? Ask us about our Professional Partners Program. With this program, The Capstone Planning Group can handle your client's investments while you handle their taxes. Contact us to learn more.
Are you an Attorney looking grow your practice and add client value? Ask us about our Professional Partners Program. With this program, The Capstone Planning Group can handle your client's investments while you handle their legal work. Contact us to learn more.
Are you a Financial Advisor that would like to receive steady referrals and reduce your overhead costs? Discover the many benefits of The Capstone Planning Group. Contact us to learn more.
If you're a Financial Advisor with a full or semi-retirement in mind --- you need a stable succession plan. The Capstone Planning Group and LPL can provide free business valuations and help with complete or partial sales. Contact us to learn more.
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