The Capstone Planning Group | Located at Cornerstone Bank Revenue

Financial Services • Sturbridge, Massachusetts, United States • 1-10 Employees

The Capstone Planning Group | Located at Cornerstone Bank revenue & valuation

Annual revenue	$2,290,974
Revenue per employee	$382,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$7,400,000
Total funding	No funding

Key Contact at The Capstone Planning Group | Located at Cornerstone Bank

Christopher Mallon

Senior Vice President, Program Manager | Registered LPL Investment Advisor and Principal

Company overview

Headquarters	200 Charlton Rd, Suite B, Sturbridge, Massachusetts 01566, US
Phone number	+15087640046
Website	thecapstone.group
NAICS	52
SIC	621
Employees	1-10
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About The Capstone Planning Group | Located at Cornerstone Bank

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. For a list of states in which we are registered to do business, please visit: www.thecapstone.group Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank and The Capstone Planning Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Capstone Planning Group, and may also be employees of Cornerstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cornerstone Bank or The Capstone Planning Group. 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

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Employees by Department

The Capstone Planning Group | Located at Cornerstone Bank has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

The Capstone Planning Group | Located at Cornerstone Bank has never raised funding before.

The Capstone Planning Group | Located at Cornerstone Bank Tech Stack

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Frequently asked questions

The Capstone Planning Group | Located at Cornerstone Bank is located in Sturbridge, Massachusetts, US.

You can reach The Capstone Planning Group | Located at Cornerstone Bank at +15087640046.

The Capstone Planning Group | Located at Cornerstone Bank generates an estimated annual revenue of $2,290,974. This revenue figure reflects the company's market position and business performance in its industry.

The Capstone Planning Group | Located at Cornerstone Bank has an estimated valuation of $7,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

The Capstone Planning Group | Located at Cornerstone Bank has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at The Capstone Planning Group | Located at Cornerstone Bank

Christopher Mallon

Senior Vice President, Program Manager | Registered LPL Investment Advisor and Principal

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