09/16/2023
Great guy to know! Highly recommended
WORCESTER — Cornerstone Bank, a community bank with 10 locations throughout Central Massachusetts, has announced the addition of Kevin Outland to its team as a financial consultant for the Capstone Planning Group.
“We’re thrilled to welcome Kevin to our team,” said Capstone Planning Group Senior Vice President Christopher Mallon. “The work he’s done over the past decade to help his clients pursue their financial goals is commendable, and we can’t wait for our clients to get to know him.”
Outland comes to Capstone from Citizen’s Securities, Inc., where he spent 14 years helping clients pursue their financial goals through individually tailored planning and disciplined results tracking. He also holds various licenses through LPL Financial, including the Series 6 and Series 7 Securities Licenses; the Series 66 Investment Advisor License; the Series 63 State License; and Life, Accident and Health Licenses.
“I am passionate about helping clients develop and implement financial plans to pursue their goals,” said Outland. “Whether they want to receive personalized investment guidance, retirement advice, protect assets or leave a legacy to loved ones in a tax-efficient manner, it brings me joy to work with people and earn their trust.”
A native of Sturbridge and current resident of Brookfield, Outland is actively involved with the Sturbridge BNI Chapter and is a volunteer for the Salvation Army.
The Capstone Planning Group is a wealth management team conveniently located at Cornerstone Bank that provides recommendations based on each client's specific needs. Services include comprehensive financial planning, investment advice, retirement income planning, legacy and estate planning, insurance and more.
About The Capstone Planning Group
The Capstone Planning Group is a wealth management team conveniently located at Cornerstone Bank. We have a presence in Sturbridge, Charlton, Southbridge, Spencer, Leicester, Webster, Rutland, Holden and Worcester. Our group has over 49 years of collective experience assisting a wide range of clients pursue their goals. Because we do not offer proprietary investment products, we are able to provide objective recommendations based on each client's specific needs. Our mission is simple: to put our client’s best interests first and earn your trust.
About Cornerstone Bank
Cornerstone Bank was formed in 2017, born of a long history of supporting the community, and providing a strong foundation to help people and businesses thrive. Serving Worcester County, Cornerstone Bank’s local presence and community-based banking model enables a unique ability to deliver outstanding service, with a personal touch. Cornerstone provides the highest level of service and expertise for individuals, businesses, and community organizations with branch locations throughout Central Massachusetts. Cornerstone works to connect customers with opportunities, through a broad range of deposit and loan products, and services. Built on Trust is not just a tag line, but also one of our guiding corporate values. Whether a business or personal partnership, Cornerstone stands on the foundation that relationships are built on trust. To learn about Cornerstone Bank’s personal and business banking offerings, please visit cornerstonebank.com or call 800-939-9103.
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 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, 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
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit lpl.com/disclosures/is-lpl-relationship-disclosure for more detailed information.
