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Capstone Tax & Financial


AccountantsFinancial & Investment Services

About Us

When our tax firm started in 1983, it quickly became clear that many of our tax clients were suffering from poor investment advice. We decided to pair our expert tax services with financial services and became an Investment Advisor in 1987 through HD Vest Investment ServicesSM. Today we continue to provide unique and customized solutions that are essential in our complicated world.



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