Capstone Planning, LLC - Palm Coast, Florida

Capstone Planning, LLC: Una Compañía de Planificación Financiera de Confianza

Con sede en 18 Market Ave, Palm Coast, FL 32164, Estados Unidos, Capstone Planning, LLC es una empresa de planificación financiera que ofrece servicios de planificación financiera, instituciones financieras, agencias de seguros y servicios de inversión. Su dirección y teléfono son los siguientes:

Address: 18 Market Ave, Palm Coast, FL 32164, United States.

Phone: 3862024498.

Website: capstoneplanning.com.

Especialidades y Servicios

Las especialidades de Capstone Planning, LLC incluyen:

• Financial planner
• Financial institution
• Insurance agency
• Investment service

Además, esta empresa cuenta con instalaciones accesibles para personas con discapacidad, como:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Restroom
• Appointment required
• Appointments recommended

Opiniones de Clientes

Capstone Planning, LLC ha recibido 59 opiniones en Google My Business con una media de 5/5 estrellas.

Los clientes elogian la experiencia y el servicio de los empleados de la empresa, que se describen como:

exemplary, conocidos, credentiales y altamente experimentados en asesoramiento financiero. Los clientes también valoran la orientación financiera efectiva y sólida de la empresa. Es probable que los individuos de todas las etapas de la vida beneficien de sus servicios.

Además, la empresa se destaca por su compromiso con la comunidad y por organizar eventos para sus clientes.

En resumen, Capstone Planning, LLC es una empresa de planificación financiera confiable que ofrece servicios de alta calidad y tiene una gran reputación en la comunidad.

👍 Reviews of Capstone Planning, LLC

Steve A. S. G.

5/5

We are so grateful for Capstone Planning. They have filled in a gap for us and smoothed a path to retirement for my husband and I. From the moment we met Connie, Keith, and Rachel, we felt welcomed and valued. Their customer service is exemplary. Keith and Connie are knowledgeable, credentialed, and highly experienced financial advisors. We are so pleased with their effective and solid financial guidance. Individuals from all stages of life will benefit from their services. We also appreciate their community outreach and client events!

Christine J.

5/5

From our first meeting with Keith and Tim, we felt so confident in their abilities to guide us through the financial ins and outs of retirement preparation. Rachel is wonderful in communicating and coordinating meetings and making us feel so welcome when we enter the office. We would recommend Capstone Planning to everyone in the area.

Cheryl O.

5/5

We love working with Capstone! A one-stop shop for everything we need on the financial front. Needed to update out-of-state wills and trust, and their referred attorney handled everything very efficiently. Great family business!

Shari T.

5/5

We met Keith and Connie years ago when we wanted to consolidate our investments from South Dakota to a local firm. I attended a seminar they were giving & their attention to detail convinced us. During our time with Capstone, they have guided us with knowledge and expertise. After Richard passed away, I trusted everyone at Capstone to help me navigate this next stage of life. Thank to all of you and your staff! Rachael is amazing!

Richard A. L. G.

5/5

We've been working with Connie and Keith at Capstone Planning for several years now, and have appreciated their guidance on tax planning, the stock market and investments. They're very knowledgeable and always available to help. We've recommended Capstone Planning to several of our friends and will continue to do so. We also really appreciate their annual shredding event and night at the movies. So nice to be treated like family by their family.

Deanna K.

5/5

Connie and family at Capstone has been incredibly reliable, detail-oriented, and efficient. They handle our finances with great care, always ensuring accuracy and offering clear, helpful advice. Their professionalism and responsiveness make tax season and financial planning so much easier. We Highly recommend!

Eileen S.

5/5

We have worked with Keith, who has advised us on SS and managed our investments, Kris when we decided to refinance (he got us a great rate and it was such a fast and easy process), and Connie who went over our tax situation, my business reporting needs, and tax planning. Adding Rachel who is super efficient and helpful (also makes some delicious lattes), this is a team who are a pleasure to work with! Their combined experience, knowledge and professionalism is impressive and we recommend them to anyone looking for some guidance.

YOLANDA S.

5/5

We are extremely pleased with all of the services we have received from Capstone Planning.
Capstone is a family owned business that genuinely care about their clients. They are very professional, ethical, receptive to requests, phone calls and patient with all the questions and concerns we have. BONUS Connie is a great tax preparation person The personal face to face dealings are so much better than talking on the phone to someone far away.