The Capstone Planning Group Team: Christopher J. Mallon, Program Manager; Jamey A. Mekal, Client Relations Associate; Jason D. Main, SVP/Investment Services; John T. Jawor, VP/Investment Services
Worcester, MA — To provide the highest quality service possible, Cornerstone Bank is pleased to announce that SSB Investment Services has been rebranded as The Capstone Planning Group. This rebranding will not in any way affect existing accounts or require customer action.
Previously branded as SSB Investment Services, The Capstone Planning Group will offer an enhanced service model with two investor strategies: Private Client Services, with comprehensive, in-person financial guidance; and Capstone EDGE, designed for emerging investors.
“We’re very excited about the rebranding initiatives at The Capstone Planning Group,” stated Cornerstone Bank President & Treasurer Todd M. Tallman. “They’ve added new options which will help an even wider range of clients.”
In a separate development, Christopher J. Mallon has been hired as Program Manager at The Capstone Planning Group. A LPL Investment Advisor Representative, with both Series 7 and 65 licenses and registrations held with LPL Financial, Mr. Mallon has over ten years’ experience partnering with financial advisors across the Midwest and Northeast. “I’m looking forward to meeting the clients here so I can understand their unique situations and goals, and help them pursue successful financial futures,” said Mr. Mallon.
For more information on The Capstone Planning Group, please visit online at https://thecapstone.group or call 508-764-0046.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank and The Capstone Planning Group are not registered as a broker/dealer or investment advisor. Registered Representatives of LPL offer products and services using the name The Capstone Planning Group, and may also be employees of Cornerstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Cornerstone Bank or The Capstone Planning Group. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
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