Cobblestone Financial Services
Financial Services
2701 Cambridge Ct
5 employees
- Employees
- 5
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Cobblestone Financial Services Overview
- Headquarters
- 2701 Cambridge Ct
- Website
- cobblestonefinancialservices.com
- Industry
- Financial Services
- Employees
- 5
- Founded
- 2001
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Cobblestone Financial Services
Cobblestone Financial Services provides a wide range of investments, insurance, and other financial products through Woodbury Financial Services, Inc. to help our clients meet their individual and business needs. Whether it's developing a financial strategy, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative and practical financial programs for our valued clients Reliability, loyalty, customer satisfaction and long-term client relationships are our core values. Our team's combined experience, credentials and knowledge of a wide-range of products and services allow our firm to provide high-quality, cost-effective financial strategies that are designed to help our clients realize their financial goals.
Cobblestone Financial Services Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Cobblestone Financial Services Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Laura Dubay | Benefits Coordinator/licensed Agent at Cobblestone Financial Services | Detroit Metropolitan Area, United States |
Email
|
| Alyssa Stevens | Financial Services - Case Manager |
View
|
|
| Clayton Winkler, Cfp®, Cpfa®, Bfa® | Financial Advisor at Cobblestone Financial Services | Auburn Hills, Michigan, United States |
Email
Phone
|
| Jeremy Coppola | Financial Services | Detroit Metropolitan Area, United States |
View
|
Employees by Management Level
Individual contributor
2 profiles
Manager
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 1 |
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