Great culture of advisors and staff. - Anonymous employee Capstone Partners Financial and Insurance Services Employee Review

The company has started a new program to pay for all study materials for insurance and investment licensing. There is a generous bonus paid for new advisors who obtain the S7/S66 licenses while at the firm.

Studying for licenses and earning new business at the same time is challenging but feels good to accomplish once it's done.

If you already have a nest egg you might be able to make this work

Run away. If you are starting your career and have no money and they claim they'll support you as you get your practice off the ground they are lying to you. Don't destroy your financial situation. This place is full of con artists. Run away as fast as you can. I'm not even sure this is a legal operation as they require you to come in for meetings or they'll let you go. Yet they don't pay you.