Jason Main is a Senior Vice President for The Capstone Planning Group. He has been a licensed Financial Advisor since 1990 and founded The Capstone Planning Group in 2000, which was originally called SSB Investment Services.
Mr. Main holds various licenses including his Series 7 Securities License, Series 65 Investment Advisor License, Series 63 State License, and Series 24 General Principles License.
Mr. Main is passionate about helping clients develop and implement financial plans to pursue their goals. His primary focus is retirement income planning, long-term asset management, and generational wealth transfers. He also helps many business owners offer company-sponsored retirement plans.
During his career, Mr. Main has earned recognitions including LPL's Chairman's Club and LPL's Patriots Club. These awards are given annually to the firms top producers around the country.
Mr. Main has been a long-time resident of Sturbridge, where he lives with his wife and two children. He is an active member of the community and has been involved with the United Way, Rotary Club, YMCA, Tantasqua Education Foundation, Harrington Hospital, and New England Waves for the Brave. In his spare time, he enjoys golf, hockey, surfing, travel, and cooking.
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