Cornerstone Financial Group Inc.– Financial Advisor Morristown NJ

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.

Over the years and through many types of markets, we’ve helped New Jersey families and business owners increase their resources and protect what they’ve built.

Prioritizing Protection and Tax Efficiency

Many financial advisors in Morristown NJ provide investment services, but you need more in today’s uncertain climate. At Cornerstone, we focus on protecting as well as carefully growing your family’s wealth. As risk management specialists for over 40 years, we provide a high level of diligence so you can keep what you’ve worked so hard to build. Our focus on wealth preservation as well as continued asset growth helps prevent as well as solve problems.

We also prioritize the tax efficiency of your investments, so you can keep more of what you earn. This unique approach has enabled us to help individuals and families in the community build and preserve wealth for future generations.

Independence and Objectivity

As an independent financial advisor in Morristown, NJ, we provide you with objective advice. We have no ties to product companies and instead have the freedom to help you select products that offer a high level of value for your money.

We also act as your legal fiduciary, which means we agree to always put your interests first. Not all firms do, and this can create conflicts of interest that can compromise your results. (Want to know why that’s critical? Read our previous article on that topic.)

Over 40 Years of Service

When your money is at stake, experience is a must. As financial advisors in Morristown NJ, we’ve been providing individuals and families with advice for over four decades. We have helped our clients navigate numerous market cycles and different types of economic conditions with confidence.

The Right Team for All of Your Needs

Our Morristown NJ financial advisors have significant experience helping people solve their financial challenges and achieve their goals. Our team includes Jan Sedlacek, CLU®, ChFC®, who has been in the financial planning and insurance business since 1975. Jan holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations, in addition to Series 6, 63, and 65 securities licenses. Alan Meckler, CFP®, CLU®, ChFC® also brings over 31 years of experience helping Morristown NJ families. In addition to his credentials, he holds Series 7, 63, and 65 securities licenses. Mary Meckler, RHU®, rounds out the core advisors team, where she brings over 20 years of experience in managing employee benefits. Then, our skilled additional team members help ensure that you get the expertise and support you need to feel organized and confident about your money.

Giving Back to Our Community

At Cornerstone, we also prioritize giving back to our community, and enjoy supporting local causes. Alan Meckler, our Vice President, currently is a Boardmember of St. Christopher’s Inn, a men’s homeless shelter and drug/alcohol rehabilitation clinic.

Cornerstone Financial Group Inc.
55 Madison Avenue
Suite 400
Morristown, NJ 07960
Telephone: 862-217-6240
Hours:
Open 9:00 am to 5:00 pm, Monday to Friday (by appointment)

How to find us:
Cornerstone Financial Group’s Morristown NJ office is located in the Atlantic Health System medical center complex, across from the Morristown Medical Center.

About Cornerstone Financial Group—Morristown NJ Financial Advisors

For over 40 years, Cornerstone Financial Group has provided wealth management to clients in Morristown and throughout New Jersey. While there are many wealth managers out there, Cornerstone provides more attention to risk management, helping successful people and business owners solve problems and, more importantly, prevent future issues.

Meet Our Team

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)

Our Services

When you’re looking for a Morristown NJ financial advisor, we bring the level of experience you need to successfully navigate today’s complex environment. Our company has been helping individuals, families, and business owners optimize their financial lives for over 40 years.

Are We Right For You?

Find out if we’re a good match for your needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.