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Cornerstone Advisory Group

in business since
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3 years on Angie's List
Contact Cornerstone Advisory Group
Phone Number
(585) 426-0502
Address
200 Park Point Drive
Henrietta, NY
14623

About Us

Many people may not fully understand how a CFP�� can fit into their long-term planning, or at what point an advisor should be consulted, and there is no black and white answer for either of these questions. This is why I would like to invite you to come in for a free consultation, and ask the questions that may help you determine if you could benefit from an advisor. Our clients start their financial journey with us at different times in their lives. From, starting a family, starting their first job, switching jobs, college planning, retirement, or the death of a loved one, it could be any one of a number of reasons, but each of our clients start their relationship with us the same way, with an initial consultation. We aim to help you, whether it be your first or next steps in your financial journey. Whether it be retirement planning, investment planning, college funding, estate planning, income protection, insuring a life, succession planning, asset allocation strategies, or annuities, we are here to help and answer all of the questions you may have. Please do not hesitate to email me, at the address listed under my contact info above, with any questions you may have. ��� Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact Info��� section above. ��� Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. ��� The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of New York
Contact Cornerstone Advisory Group
Phone Number
(585) 426-0502
Address
200 Park Point Drive
Henrietta, NY
14623