Working to build better financial futures for over 40 years.
Our Difference? The Right Priorities.
In life, you usually only get one chance to protect your money. That’s why a generalist financial advisor is not enough: you need a specialist who can help you do it right the first time.
At Cornerstone Financial Group, we’ve been helping families, business owners, and professionals for over four decades. We understand the risks you face, and we actively seek out and implement planning solutions to help protect against them.
We’re passionate about helping you succeed as an investor through good and bad markets, too. But our first focus is protection, then tax-efficient savings and growth. It’s a process that has worked for our clients. By prioritizing protection and tax-efficiency, you can live a more confident financial life.
Service You Won’t Outgrow
As your life changes and your wealth grows, we’re ready and able to help you with all of your financial needs. In addition to full-service financial planning and retirement planning, we provide:
Insurance Protection
Investment Management
Employee Benefit Plans
INSIGHTS
How to Find a High Quality Financial Advisor in Morristown NJ
When you’re looking for a financial advisor in Morristown NJ, you’ve got many choices. Learn how to find the best advisor for you.
Financial Advisor for Business Owners: Why Every Successful Entrepreneur Needs One
You look out for your company and employees, but who is looking out for you? Find out how a financial advisor for business owners can help.
Financial Advisors: Is a Brand Name Better than an Independent Advisor?
When you’re looking for help, you’ll find both independent financial advisors as well as name brands. Which type is best for you?
