Sequence Financial Specialists LLC Competitors

The things we do and services we offer aren’t for everyone. We aren’t financial advisors or accountants. We aren’t business consultants or human resources experts. What we are is a team of strategically savvy and well-rounded professionals that are adept at helping businesses endure. The word endure has a few different meanings — but for us, it means empowering a business to last through generational transition. The way we help businesses endure is through these three integrated services: • Wealth Planning and Transfer – Backed by wealth-preservation techniques, we design plans that protect our clients’ wealth and ensure the future receives the same level of priority as the present. • Business Acceleration – We are a sounding board for clients with ambitions to grow their businesses, and we have the know how to execute on that vision. • Human Capital Development – Being too close to the business can cloud one’s judgment when it comes to leadership development, so we work closely with clients on developing the next generation of leaders. Using best-in-class tools and proven methods, we help our clients assemble high-performing teams that can lead now and into the future. Headquartered in Allentown, Pennsylvania, we’re a boutique shop with big-time capabilities and a global network through an exclusive affiliation with M Financial. In fact, we’re one of only about 140 firms in the U.S., Canada and the U.K. that can tout that claim. Cornerstone Advisors is proud of our Lehigh Valley roots and the work we do to help our clients’ businesses endure for generations. Are you ready to join us in Allentown, PA?

Our mission is simple: to help people make even better decisions with their money. We know that that means different things to different people, as we all have unique financial goals, concerns and resources. By helping our clients coordinate the various moving pieces of their financial life, we help to ensure that all decisions, large and small, are made with an eye towards their overall financial health. Securities offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Advisory services offered through Advanced Wealth Management are separate and unrelated to Commonwealth. Fixed insurance products and services offered through Advanced Wealth Management or CES Insurance Agency. Advanced Wealth Management, 8625 SW Cascade Ave, Suite 602, Beaverton, OR 97008. 503-452-9300. This communication is strictly intended for individuals residing in Oregon and other states in which we are registered. For a full list of states, please visit www.advancedwealthmanagement.com. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

VisionQuest Financial Planning LLC is a company that operates in the Financial Services industry. It employs 6-10 people and has $1M-$5M of revenue. The company is headquartered in Troy, Michigan.