Cornerstone Financial Group, Inc. was established in 1976 to provide clients with the professional products and services that are required in today’s changing environment of investments, insurance, and tax strategy. We specialize in group health insurance, individual life & investment management for businesses and high net worth individuals. As a family-owned firm, we understand that your financial plan affects everyone connected to you: family, business, and charities. Our holistic approach looks at your financial landscape from all angles. Whether you are one year into retirement or ten years away, we consider all of your specific needs and objectives. For full disclosures, please visit our website at www.cornerstonefg.com. Third-party comments may not be representative of all customer experiences.
View Top Employees from Cornerstone Financial GroupWebsite | https://www.cornerstonefg.com/ |
Revenue | $7 million |
Employees | 9 (9 on RocketReach) |
Founded | 1975 |
Address | 51 Main St, Succasunna, New Jersey 07876, US |
Phone | (973) 584-0031 |
Fax | (973) 584-3566 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Bellingrath Wealth, Commencement Financial Planning LLC, Grady Financial Network, An EverSource Wealth Advisors team, Lipscomb Investment Group LLC, The Advice Center |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Cornerstone Financial Group employee's phone or email?
The Cornerstone Financial Group annual revenue was $7 million in 2024.
David Walsh is the CEO of Cornerstone Financial Group.
9 people are employed at Cornerstone Financial Group.
Cornerstone Financial Group is based in Succasunna, New Jersey.
The NAICS codes for Cornerstone Financial Group are [5239, 52393, 523, 52].
The SIC codes for Cornerstone Financial Group are [62, 628].