The Capstone Planning Group,
a full-service Financial Services and Investment Planning team located at Cornerstone Bank, recently hired Joe Delaney for the position of Financial Consultant. Delaney has been in the industry since 2012 and brings a wide array of retirement planning and investing experience. In this role he will work to serve The Capstone Planning Group’s growing client base in Worcester, Shrewsbury, and surrounding towns.
"Joe’s addition to our team will allow The Capstone Planning Group to help more individuals and families develop investment strategies to pursue their goals,” said The Capstone Planning Group’s SVP of Investment Services Jason Main. “In addition, he will be a valuable partner for business owners in the community looking to review and manage their retirement plan offerings.”
Delaney is a resident of Worcester and a graduate of Southern New Hampshire University. He currently holds a Series 6 and Series 63 registration with LPL Financial and holds the designation of Chartered Retirement Plan Specialist. In addition, he is a licensed Accident and Health or Sickness Insurance Producer and Life Insurance Producer.
“The tight knit team at The Capstone Planning Group cares deeply about their customers and I am excited to be the newest addition to their growing group,” said Delaney. “I am eager to add my experience to their lineup.”
For more information about The Capstone Planning Group you may visit them in person at Cornerstone Bank, visit 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