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Capstone Financial Partners

  • Investment Service
  • Glen Allen, VA
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About this business

FinanceFinancial ServicesInvestingInvestment Service

CULTIVATED FOR YOU Your Goals Are The Key To Rampant Growth We want to help you plan for your best future. Like the strongest of trees, the seeds you plant today can help lead to a comfortable future and provide protection. Organic growth underlies all that we do at Capstone Financial Partners. Together, we’ll design a road map that starts with the future you want and leads to the end goal of your financial independence. Our approach is designed for the long-term to help you weather the harshest of storms. 

Location details

4801 Cox Road, Suite 109, Glen Allen, VA, 23060, United States

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Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
5.09 reviews
Jackie Keever's profile image
Jackie Keever 
a year ago

Crossroads Financial is a top notch company that I am so happy to be connected to. I always leave my review meetings with a clear understanding of my financial picture. I feel very confident that they are investing my monies wisely and have definitely reaped the rewards. You can be confident and feel good about how they watch everything in regards to the changing times.I am so pleased I chose this firm to watch over my money after my husband passed. Thanks Bill, Shane and all Crossroads employees. 

Karen Edwards's profile image
Karen Edwards 
2 years ago

We have been clients of CrossRoads Financial Group for over 12 years and have only great things to say about them. They meet with us regularly and are always available by phone if we need them. They take our needs seriously and always go above and beyond our expectations. We have used other financial advisors in the past so we have points of comparison. They are clearly the best. 

Eric W's profile image
Eric W 
2 years ago

The team at CrossRoads Financial Group are the best in the business. Extremely professional and knowledgeable group that has expertise in financial planning for all stages of life. From managing my sons first steps in financial planning, preparing my finances for when my son and daughter attend college, all through my retirement. Additionally, they are very responsive, easy to communicate with and they listen. 

ROBERT Bird's profile image
2 years ago

The CrossRoads Financial Group has handled our portfolio for approximately 20 years. During that period of time we have found them to be very focused on meeting our financial returns objective and providing us with in person quarterly updates. The quarterly updates allow us the opportunity to focus on current trends, discuss immediate and long term market forecasts as well as other factors which may impact our financial portfolio. 

Joan Perrotti's profile image
Joan Perrotti 
2 years ago

Having a Review Meeting with Bill Brady and Shane Russell is always informative and professional. Always greeted at the door by Bill & Shane neatly dressed with shirt and tie. Are always extremely helpful and very prompt returning your calls. After many years of service, I am a part of one Big family ...looking forward to my next Review meeting 

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Frequently asked questions about Capstone Financial Partners

How is Capstone Financial Partners rated?

Capstone Financial Partners has a 5 star rating with 9 reviews. 

When is Capstone Financial Partners open?

Capstone Financial Partners is closed now. It will open on Thursday at 8:00 a.m.