Capstone Planning, LLC - Palm Coast (FL)

5 /5 justin nichols: Connie is great to work with on our taxes and really simplifies the process! I feel that the price for our taxes was also less than the last year or two, which is a relief in these times. Finally, we already work with Keith regarding our investments, its just nice to go to the same office and get the same great service in other areas of our finances. I rate Capstone 10/10 for putting their clients first! Justin Nichols

5 /5 John Day: Capstone Planning is a family run business that treats their clients like family. Everyone is very knowledgeable and willing to sit with you for as long as you need making certain that you understand the plan for your specific situation. They want to do right by their clients. This trust is evident and essential for all parties involved and ensures success for both the company and the client. Thanks Capstone.

5 /5 Steve and Suzanne Glaze: We are so grateful for Capstone Planning. They have filled in a gap for us and smoothed a path to retirement for my husband and I. From the moment we met Connie, Keith, and Rachel, we felt welcomed and valued. Their customer service is exemplary. Keith and Connie are knowledgeable, credentialed, and highly experienced financial advisors. We are so pleased with their effective and solid financial guidance. Individuals from all stages of life will benefit from their services. We also appreciate their community outreach and client events!

5 /5 Carolyn Day: My husband and I were in need of finding a financial planner as we were approaching retirement. We received an invite to a free evening seminar on understanding Social Security at a local community center sponsored by Capstone Planning. This is where our partnership began. It is easy to see that the Wiltfong family team, along with Rachel, are committed to providing sensible, secure, and individualized financial planning for each client. We felt comfortable and “safe“ at Capstone Planning. Everyone at Capstone Planning is professional and down to Earth. We hope those who read this review will reach out to Capstone Planning and find this silver lining in an often confusing, and unsettling world of finance. You will be well pleased. :-)

5 /5 Christine Jones: From our first meeting with Keith and Tim, we felt so confident in their abilities to guide us through the financial ins and outs of retirement preparation. Rachel is wonderful in communicating and coordinating meetings and making us feel so welcome when we enter the office. We would recommend Capstone Planning to everyone in the area.