Quick Asked: Cornerstone Wealth Advisory Group Contact Us?

Last update: 01 May, 2024 118 Views

Who is the founder of cornerstone wealth? Jeff began his financial career with American Express Financial Advisors. There he spent eight years as a senior financial advisor and district manager before moving to Prudential Securities. Jeff joined Andy Smith and Brian Needleman in 2001 to form Cornerstone Wealth.

Why choose cornerstone group for business advisory services? With over 40 years’ experience, Cornerstone Group has built a solid reputation as a leader in the financial services industry providing quality and experienced business advisory services. We invite you to learn why companies are turning to Cornerstone Group as their preferred provider for taxation, accounting, superannuation and advisory services.

What is a wealth management advisor? Wealth management advisors can be best described as financial partners whose main objective is to provide customized planning solutions for you. Once parameters are set, and the wealth manager understands your inpidual needs, you can focus your energy on other aspects of your life.

What is the role of the cornerstone chief compliance officer? Her experience in compliance is deep and includes working as an examiner for FINRA in their Atlanta District office. As the Cornerstone Chief Compliance Officer, Rachel is responsible for ensuring that the highest industry standards are upheld, and for the firm adherence of all industry regulation.

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