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Capstone Financial Services Employee Directory

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.

Find Capstone Financial Services employees' phone numbers or email addresses

Capstone Financial Services Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Asia
2

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  • India
    2

Capstone Financial Services's Leadership

  • Stylized image of a person
    K. K.
    Mis Manager
    Mobile Phone
  • Stylized image of a person
    M. W.
    Executive Assistant
    Mobile Phone

Capstone Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Banking
  • Business Development

Contact profiles from Capstone Financial Services

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. K.
    Mis Manager
    Mobile Phone
    IndiaTamil Nadu
    Aug 02, 2026
  • Stylized image of a person
    M. W.
    Executive Assistant
    Mobile Phone
    Jun 01, 2026

Frequently Asked Questions

What is Capstone Financial Services known for?

Minus sign iconPlus sign iconCapstone Financial Services operates in the Financial Services industry. Explore Capstone Financial Services's company overview page for more information.

What is Capstone Financial Services's most common email format?

Minus sign iconPlus sign iconCapstone Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capstone Financial Services email formats with LeadIQ.

How many employees does Capstone Financial Services have currently?

Minus sign iconPlus sign iconCapstone Financial Services has approximately 14 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Capstone Financial Services's key employees and leadership?

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As of August 2026, Capstone Financial Services's key employees include:

  • Mis Manager: K. K.
  • Executive Assistant: M. W.

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