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The Capstone Planning Group is conveniently located at Cornerstone Bank. They offer independent guidance and access to a full range of investments including stocks, bonds, mutual funds, index funds, ETFs, and annuities. The team is experienced with various account types including: 401k(s), 403(b)s, Traditional IRAs, ROTH IRAs, Rollover IRAs, and more. Services are offered through LPL Financial, which has been ranked as the industry's #1 Independent Broker Dealer (based on total revenue as reported in June 2019 issue of Financial Planning Magazine).

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