About Capstone

About Capstone

Specializing in Transportation & Logistics, Business, and Personal Insurance

Capstone Insurance & Financial Services employs an experienced team of licensed professionals that provide exceptional customer service and consideration to your business and personal insurance and financial needs.

We will work with you one on one to determine your goals and secure coverage for your business and personal insurance needs. We are an independent insurance agency that offers a personalized program that is focused on meeting each client’s needs.

Who We Are … And Why We Think We’re Different

Insurance and financial matters demand responsiveness. That’s exactly what you’ll find at Capstone Insurance & Financial Services. We have high standards when it comes to ensuring excellent customer service for our business and personal coverage clients.

You’ll also appreciate our unwavering commitment to the highest level of ethics, service diligence, and confidentiality.

Yes, we’re a business … but we’re people first. So we treat others with respect, we earn and keep their trust, we are genuine in our conversations, and we don’t “push” coverage and products that we don’t believe are truly needed. Maybe that’s why many customers and clients become our friends.

About Alera Group

In 2023, we joined Alera Group, an independent national insurance and wealth services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. This was a strategic move for Capstone Coverage to facilitate our continued growth.