Capstone Financial is a financial services firm dedicated to providing their clients with the highest possible service and knowledge. Capstone strives to be a comprehensive financial services firm ready to assist their clients in areas ranging from 401ks to health insurance and from retirement planning to term life insurance. Strength - Performance - Integrity Securities offered through Sigma Financial Corporation Member FINRA/SIPC
| Website | http://www.capstonefinancialclients.com |
| Revenue | $1.2 million |
| Employees | 14 (7 on RocketReach) |
| Address | 4125 Embassy Dr., Grand Rapids, Michigan 49546, US |
| Phone | +1 616-949-7130 |
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| Industry | Finance, Financial Services |
| Keywords | Financial Planning, Financial Advisory, Financial Consulting, Financial Security, Wealth Management, Wealth Preservation, Investment Management, Portfolio Management, Asset Management, Investment Advisory, Retirement Planning, Retirement Solutions, Estate Planning, Risk Management, Estate Preservation, Chartered Financial Analyst, Tax Planning, Tax Optimization, Insurance Services, Long-Term Care Planning |
| Competitors | Fidelity Investments, Vanguard, Schwab Advisor Services, Edward Jones, Morgan Stanley, Raymond James, Financial Services Company, J.P. Morgan, Wells Fargo Advisors, LPL Financial +44 more (view full list) |
Looking for a particular Capstone Financial Services employee's phone or email?
The Capstone Financial Services annual revenue was $1.2 million in 2026.
Jody vander Weide is the CEO of Capstone Financial Services.
7 people are employed at Capstone Financial Services.
Capstone Financial Services is based in Grand Rapids, Michigan.