Capstone Financial Group

Iron Point Financial Advisors, based in Folsom, CA, provides comprehensive wealth management and financial planning services. Our team of expert financial planners specializes in crafting personalized investment strategies aligned with your unique goals. We offer a wide range of services, including investment portfolio management, retirement planning, tax optimization, college savings strategies, estate planning, and insurance solutions. We are dedicated to empowering clients with personalized financial advice, guiding you through the complex financial landscape.

Your financial advisor in Folsom will work with you to create tailored wealth management strategies. Find a financial advisor near you.

Dachtler Wealth Management, LLC is a financial services company located in Folsom, California. The firm has over 20 years of experience in the financial services industry and offers a variety of services, including investment planning, tax reduction planning, retirement income and distribution planning, family wealth planning, and client services and communications. The company's mission is to help clients achieve their financial goals by providing them with comprehensive and personalized financial advice.