Business Details
About
Investment Service
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA finra.org/SIPC sipc.org). Insurance products are offered through LPL or its licensed affiliates. 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
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Our group has over 49 years of collective experience and is growing. We help a wide range of clients pursue their goals. Our mission is simple: to put clients best interests first.
Our specialties include: Comprehensive Financial Planning, Investment advice, Retirement Income Planning, Legacy & Estate Planning, 401(k)s, IRAs, Pensions, Life Insurance Planning
Location
Hours
Frequently Asked Questions About Capstone Planning Group
What are the regular business hours of Capstone Planning Group?
Capstone Planning Group is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Capstone Planning Group located?
It is located at 200 Charlton Road, Suite B, Sturbridge, MA 01566, USA.
What types of financial services does Capstone Planning Group offer?
They offer comprehensive financial planning, investment advice, retirement income planning, legacy and estate planning, 401(k)s, IRAs, pensions, and life insurance planning.
Is Capstone Planning Group a registered investment advisor?
Yes, securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer.
How can I contact Capstone Planning Group?
You can reach them by phone at +1 508-764-0046 or visit their website at https://thecapstone.group/.
Are there any banks near Capstone Planning Group to assist with related financial needs?
Yes, Southbridge Savings Bank and Cornerstone Bank are nearby, which can complement your financial planning services if needed.
Where can I find mortgage assistance close to Capstone Planning Group?
Northpoint Mortgage and Northpoint Mortgage, Inc. are nearby mortgage brokers that can assist with mortgage and real estate financing needs.
Are there local transportation options near Capstone Planning Group?
Yes, the Greyhound Bus station and Greyhound Bus Stop at New England Truck Stop are nearby for convenient travel options.
What types of businesses are located near Capstone Planning Group that I could visit before or after my appointment?
Nearby you can find Mole Hollow Candles for gifts, Lavender Mint Aesthetics for spa services, and Fitzgerald Performing Arts if interested in dance and art.
Does Capstone Planning Group offer any insurance products?
Yes, insurance products are offered through LPL Financial or its licensed affiliates as a part of their services.