Capstone Financial Partners

Kiyah Lugue 

on Google

6 days ago

I had an excellent experience working with Crossroads Financial Group. They provided outstanding support for my spa, Pretty Spa Studio, handling my tax returns, sales tax filings, and overall business advisory needs with professionalism and clarity. Their team is knowledgeable, responsive, and genuinely invested in helping small businesses succeed. They took the time to explain everything in a way that was easy to understand and offered strategic advice that helped me make smarter financial decisions for my business. If yo... read more

C B 

on Google

2 months ago

If you have been in search of a financial group for your hard-earned income, then I highly recommend and empower you to protect your finances through CrossRoads Financial Group LLC. In fact, posting about how wonderful this family is, and their Company, CrossRoads Financial Group LLC does not do it justice. They are personable, knowledgeable, highly-organized, experienced, well-educated, more proactive than I have ever seen in a company of any industry, and their top-tiered service has you feeling in a truly elite class whil... read more

Jan Kirk 

on Google

a month ago

Trust is the key word in financial management. You’ve heard the saying “People don’t care how much you know until they know how much you care.” In a word, that would be Trust. Understandably, people will be more receptive to knowledge and advice if they trust and believe that you care about their well-being. No better words of wisdom could describe the professionalism and individual attention to customer needs and financial goals than that found with Crossroads Financial. We were referred to Bill Brady and Shane Russell 20... read more

Donnarae Henry 

on Google

2 months ago

I have been a client of this firm for 14 years.. They have been honest and reliable and have responded to my needs. I feel safe that they are taking care of my investments.. This is the firm to hire for those wondering what and where to put their money. 

Jackie Keever 

on Google

4 years 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.