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      Capstone Partners Financial and Insurance Services

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      Capstone Partners Financial and Insurance Services Reviews

      3.8

      63% would recommend to a friend

      (51 total reviews)
      avatar

      Andrew L. Moore

      73% approve of CEO

      73% positive business outlook

      Ratings by category

      3.9

      Career opportunities

      3.7

      Senior management

      3.6

      Culture and values

      3.6

      Diversity and inclusion

      3.5

      Work/Life balance

      3.5

      Compensation and benefits

      Capstone Partners Financial and Insurance Services has an employee rating of 3.8 out of 5 stars, based on 51 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Capstone Partners Financial and Insurance Services employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

      Reviews by job title

      51 reviews
      5.0
      28 Feb 2025

      Investment Licensing Support

      Financial advisor
      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.

      5.0
      18 Dec 2024

      Growing

      Investment advisor
      Recommend
      CEO approval
      Business outlook

      Pros

      very organized and focused organization.

      Cons

      not very flexible in some ways

      5.0
      6 Dec 2024

      Great culture of advisors and staff.

      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Sophisticated advisor force providing thought leadership and very client centric. Great mentorship and staff support.

      Cons

      It’s an extremely challenging career and isn’t for everyone.

      Viewing 1 - 3 of 51 Reviews
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      ReviewsCapstone Partners Financial and Insurance Services reviews

      Glassdoor has 63 Capstone Partners Financial and Insurance Services reviews submitted anonymously by Capstone Partners Financial and Insurance Services employees. Read employee reviews and ratings on Glassdoor to decide if Capstone Partners Financial and Insurance Services is right for you.