Capstone Financial Services Email Format
Financial ServicesMichigan, United States11-50 Employees
Capstone Financial Services is a financial services firm based in Grand Rapids, Michigan, serving clients with a broad range of financial products and guidance. It positions itself as a comprehensive firm capable of assisting with retirement planning, 401(k) programs, health insurance, and term life. The company emphasizes service quality and knowledge as core attributes, with a focus on integrity and performance in its client engagements. Capstone operates within the financial services industry and has a local footprint that supports individual and small-business clients in the region. In February 2022, Agria Djurförsäkring, a Swedish firm, announced the acquisition of Capstone Financial Services, marking a notable recent development in the company’s corporate history.