Cornerstone Wealth Advisors
Company

Cornerstone Wealth Advisors

Financial Services Trinity, Fl, United States 12 employees
Employees
12
Contacts
2
Emails
2

Cornerstone Wealth Advisors Overview

Headquarters
Trinity, Fl, United States
Website
returnonlife.us
Industry
Financial Services
Employees
12
Founded
1983
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Cornerstone Wealth Advisors

Cornerstone Wealth Advisors and its associates offer you over 72+ years of combined industry experience including three associates that are CERTIFIED FINANCIAL PLANNER™ professionals. We understand that everyone has different dreams, goals and financial needs, therefore, each client requires financial strategies specifically tailored to help address their individual goals. As of January 2024, Cornerstone Wealth serves clients in 35 states nationwide. Together, we can help you take charge of your present and future finances, so you can enjoy your life the way you always dreamed. Please see our website for additional information and disclosures. Third-party comments may not be representative of all customer experiences. Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC. Advisory services offered through Osaic Wealth, Inc. Cornerstone Wealth Advisors and Osaic Wealth are separate entities.

Cornerstone Wealth Advisors Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Cornerstone Wealth Advisors Org Chart

Sample employees and titles
Name Title Contact
Douglas Cap, Cpfa® Lpl Financial Advisor at Cornerstone
View
Scott Papes, Cfp®, Aif®, Cep® VP at Cornerstone Wealth Advisors
View
Kim Corrigan Director of Client Services
Email
Chuck Walker Cfp®, Aif® Owner and President
Email

Employees by Management Level

Executive 1 profile
VP / Head 1 profile
Director 1 profile
Individual contributor 1 profile

Compare Similar Companies to Cornerstone Wealth Advisors