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Capstone Partners Financial and Insurance Services

Is this your company?

Run for the hills if your approached by them! - Financial Advisor Capstone Partners Financial and Insurance Services Employee Review

1.0
18 Jul 2019
Recommend
CEO approval
Business outlook

Pros

There are no pros at this place

Cons

All the 5 star reviews written on this site are written by the management team at the office trying to get you in the door. Once you’re in the door they tell you to call all your friends and write their business that will help you to build your book. If you feel like being humiliated and talk down to this place is where you want to be they pull you a room for meetings and trainings and act like they’re training you. What they are really doing is busting your balls if your not hitting numbers and if you are they still bust your balls. Avoid this place.

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Capstone Partners Financial and Insurance Services Response
5y
I think you will find that the only 3 negative reviews all happened in 2 days and we suspect by the same person. Look at the reviews and you will find that all 5 star reviews were not written by management. The reality is that this is a hard business to start. That's why we have a selection process in place so that we can do our best to make sure we do not put people in a position they should not be in to begin with. It's a shame when we let someone go they blame the firm and don't take personal responsibility themselves. We have a proven system that has made us the #1 agency in Mass Mutual( fortune 100 company), in new agent success and new agent growth years 2-4 four years in a row. Ask for the proof, we will be more than happy to show you. As a leadership team we are committed to delivering our best and holding you accountable to staying the course. That's what a good coach does. Talk with us. See for yourself.

Explore other reviews about Capstone Partners Financial and Insurance Services

5.0
28 Feb 2025
Recommend
CEO approval
Business outlook

Pros

The company has started a new program to pay for all study materials for insurance and investment licensing. There is a generous bonus paid for new advisors who obtain the S7/S66 licenses while at the firm.

Cons

Studying for licenses and earning new business at the same time is challenging but feels good to accomplish once it's done.

1.0
24 Mar 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

If you already have a nest egg you might be able to make this work

Cons

Run away. If you are starting your career and have no money and they claim they'll support you as you get your practice off the ground they are lying to you. Don't destroy your financial situation. This place is full of con artists. Run away as fast as you can. I'm not even sure this is a legal operation as they require you to come in for meetings or they'll let you go. Yet they don't pay you.

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