Skip to content
Capstone logoCapstone logo
Make an appointment
  • Home
  • About Us
    • About Us
    • Tracy Cottingham
    • Steven Brackman
    • Jeff Chesson
    • Angela Dodson
    • What Makes Us Different
    • Why Work With a CFP®
    • About Raymond James
  • Pinnacle Asset Management
  • Our Clients
    • Our Clients
    • Corporate Executives
    • Families and Individuals
    • Retirees
    • Sudden Wealth
    • Women Investors
  • Our Difference
    • Our Difference
    • Our Process
    • Financial Planning
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Greensboro
    707 Green Valley Rd Fl 1 Greensboro, NC 27408-7019 T: 336.318.4428 F: 336.318.4429
    Map and Directions Map and Directions
  • High Point
    300 N. Main St. High Point, NC 27260 O: 336.318.4433 O: 336.318.4433 F: 336.318.4434
    Map and Directions Map and Directions
PREV ARTICLE
NEXT ARTICLE
A mature adult couple has a discussion about their online tax process for their small business.

Infographic: 5 tips to stay secure during tax season

Tax Planning // Infographic
Facebook Twitter LinkedIn Email
SVG file for tax scam infographic
PREV ARTICLE
NEXT ARTICLE

what can we do for you?

Say hello
Capstone logoCapstone logo
  • Greensboro: 707 Green Valley Rd Fl 1 Greensboro, NC 27408-7019
  • T: 336.318.4428
  • F: 336.318.4429
  • Map & Directions
  • Map & Directions
  • High Point: 300 N. Main St. High Point, NC 27260
  • O: 336.318.4433
  • O: 336.318.4433
  • F: 336.318.4434
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. The financial institution and Capstone Investment Partners and Pinnacle Financial Partners are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use