About Cornerstone Financial Services LLC Consulting company in Newark, United States
Cornerstone Financial Services LLC.was founded with the goal of assisting our clients in every aspect of their financial lives. Weve provided the most personal service available thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and provide financial independence.
Our Mission amp; Vision
At Cornerstone Financial Services LLC our mission is to work as trusted financial guides in partnership with a select group of deserving families in their journey to create and live meaningful lives for themselves and the people they care deeply about.
Our Investment Philosophy
We believe that investing is a process -- centered around and grounded upon what each Client wants their wealth to do for them. For this reason we take a planning-centered approach to wealth management tailored to each Clients tolerance for risk. We then develop and implement a functional strategy to address the Clients current and future needs and wants.
Our Service Commitment to You
By limiting our practice to a smaller group of deserving families we are better able to meet the commitment we make to Client service. Knowledge and advice are valuable - but it is accessibility and servicing that are invaluable and what we believe differentiates us from other firms - particularly during periods of uncertainty in the market or in the lives of our clients.
If we decide to work together You can expect the following:
- Objective and candid advice based upon the information values and goals You share with us.
- Strict confidentiality. Since our practice is built upon referrals from clients and other professionals it is imperative that strict confidentiality is maintained at all times.
- Courteous service when interacting with any member of our practice.
- Prompt response to your calls most within the same day.
- Periodic review of your accounts and/or financial plan at a mutually agreed-upon frequency.
Securities and advisory services offered through LPL Financial a registered investment advisor. Member FINRA/SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: DC DE FL LA MD MI MO NJ NM OH OK PA SC TX amp; VA.
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