Question 1

What services does the company offer?

Accepted Answer

The company offers a range of services, including real estate investment trusts (REITs), Delaware statutory trusts (DSTs), interval funds, and LLC/LP opportunities. They also provide money management services, including income and growth funds and low-beta funds for stability.

Question 2

What are the qualifications of the company's financial professional?

Accepted Answer

The company's financial professional, Frank Dunn, CPA, has an MBA from St. John's University and a BBA from the University of Notre Dame. He has completed annual continuing education courses in the areas of investments and income taxes, and he is a certified public accountant licensed in New York and Texas. He is also a registered representative and an investment advisor representative licensed in numerous states.

Question 3

What is the company's process for serving clients?

Accepted Answer

The company's process for serving clients involves working closely with them to understand their unique needs and goals, and then developing customized strategies to help them achieve their objectives. They welcome challenges and strive to provide the best possible service to their clients.

Question 4

What is the company's history and values?

Accepted Answer

The company has a long history of providing high-quality financial services to its clients. They are committed to their core values of integrity, transparency, and excellence, and they strive to uphold these values in everything they do.

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Capstone Financial Consultants

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Financial Advisor Companies near Sunriver, OR

Frequently Asked Questions about Capstone Financial Consultants

What services does the company offer?

What are the qualifications of the company's financial professional?

What is the company's process for serving clients?

What is the company's history and values?

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