For over four decades, Cornerstone Financial Group has provided the Morristown New Jersey community with independent wealth management, financial planning, investment management, risk management, and employee benefit plans.
55 Madison Avenue
Suite 400
Morristown, NJ 07960
Jan F. Sedlacek
President
Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), FINRA Series 6, 63 and 65 securities licenses
Alan Meckler
Vice President
CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), FINRA Series 7, 63 and 65 securities licenses
Mary Meckler
Vice President of Employee Benefits
Registered Health Underwriter (RHU®)
Wendy M. Sedlacek
Administrator
FINRA Series 6 securities license, Life and Health insurance license
Nicole Finley
Senior Employee Benefits Specialist
Life and Health insurance license, Property and Casualty insurance license
Valerie Quinn
Employee Benefits Specialist
Life and Health insurance license, CBCS (Certified Billing and Coding Specialist)
Of course, your choice of a Morristown NJ financial advisor is critical. You need the right mix of expertise and experience to help you achieve your goals while carefully controlling risk.
Selecting the right firm is not always easy. That’s why we recommend you approach this search systematically. We’ve identified six steps for you to take that are listed below, along with other helpful resources.