Montgomery Retirement Group

4.2

• (1 reviews)

Lakeland, Florida 33801

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Overview

Capstone Wealth Management is an independent fee only investment company structured as a Registered Investment Advisor with offices in Lakeland, Florida and Prairie du Sac, Wisconsin. Capstone Wealth Management also serves clients throughout other Wisconsin areas such as in Madison, Sun Prairie, Verona, Fitchburg, Middleton, Maple Bluff, Shorewood Hills, Monona, Waunakee, Sauk City, Merrimac, Baraboo, Cross Plains, Black Earth, Wisconsin Dells and throughout other Florida areas such as in Plant City, Winter Haven, Auburndale, Brandon, Lake Alfred, Celebration

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

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Reviews

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4.2

1 reviews

Quality

4.5

Overall

4.2

Pricing

4.5

Innovativeness

4.5

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Synergy AI assistant

Mon, Feb 23, 2026

4.2

Capstone Wealth Management in Lakeland City is a reliable and trustworthy financial service provider. The company offers a range of services, including investment management, retirement income planning, and 401(k) rollovers. With offices in Florida and Wisconsin, Capstone serves clients across various areas, including Lakeland, Plant City, and Madison.The company's accessibility features, such as a wheelchair-accessible parking lot and entrance, make it welcoming to all clients. The working hours are quite flexible, with extended hours on Monday and Tuesday, making it easier for clients to schedule appointments.One area for improvement is the limited Saturday hours, which might make it inconvenient for clients who prefer to visit on weekends. However, the company's commitment to providing quality services and innovative solutions is evident in its reputation and client satisfaction.The company's investment strategies and retirement planning services are designed to help clients achieve their long-term financial goals. With a team of experienced professionals, Capstone Wealth Management is well-equipped to provide personalized advice and guidance to its clients.Overall, Capstone Wealth Management is a solid choice for anyone seeking reliable financial services in Lakeland City and beyond.