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Home > Financial Services > Stock Brokers > Capstone Capital Markets Llc
Capstone Capital Markets Llc
Capstone Capital Markets Llc is a member of NASD (National Association of Security Dealer). NASD is a self-regulatory organization of the securities of the security industry responsibility for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Capstone, founded in 1996 built one of the fastest growing, most successful middle-market corporate finance practices in the country. Since spinning a core practice out of Andersen in 2002, they have continued to engineer highly successful transactions for their client-partners.
The firm is relentless in pursuing secular trends that drive both strategic transactions as well as opportunities for private investment of capital. It has proven itself as a thought-leader in business services, as defined through their work in education and training, consulting and solutions and process outsourcing.
Their research efforts have helped to identify some of the most advantageous areas of consolidation within the vertical, yielding some truly watershed transactions.
As part of their commitment to providing comprehensive coverage, it has dedicated significant resources towards servicing companies that manufacture specialty products. Dedicated to helping specialty products enterprises realize this potential, it has engineered some of the leading transactions in the sub-sectors we cover, which are health and medical, industrial and consumer. They also offer 529 college plan, retirement plans, mutual funds etc.
Our 529 savings plans, which are the focus of this discussion, allow you to save money in an account whose proceeds can be used at just about any higher education institution. For the most part, the 529 savings plan permits you to save more than does the 529 prepaid tuition plan and offers more flexibility as to where savings may be used.
Tax-deferred retirement plans offered through work generally have higher contribution limits than individual saving plans. For this reason- and because some employers offer a company match- financial advisors often recommend contributing the maximum through these plans each year.
They are engaged to execute transactions that are typically among the most critical corporate events their client-partners experience. As a firm, they understand the impact that these transactions can have on the business and the personal lives of their client-partners.
As a team, they ascribe to professional values that they feel make a difference in their client-partner relationships and the quality of their representation in the marketplace.
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