Cornerstone Planning Group, LLC 350 Passaic Avenue, Fairfield, NJ 07004
About the Business
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Cornerstone Planning Group, LLC is an independent financial planning and investment management firm located at 350 Passaic Avenue in Fairfield, New Jersey. With almost two decades of experience, we specialize in providing financial clarity, confidence, and direction to our clients. Our focus is on your individual goals, your family, and your life, ensuring that your financial plan is tailored specifically to you. As an independent firm, we have no conflicts of interest and no pressure from a parent company, allowing us to serve you with complete transparency and dedication. Our goal is to help you achieve financial freedom, enjoy the life you desire, and leave a legacy you can be proud of. At Cornerstone Planning Group, we prioritize your needs above all else, offering guidance and support to bring clarity to your objectives, direction for your next steps, and confidence about your future. Your life is our priority, and we are committed to helping you reach your financial goals with unwavering dedication and personalized service.
Location & Phone number
350 Passaic Ave # 201, Fairfield, NJ 07004, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Good Green Moving and Storage wants to give a TREMENDOUS SHOUTOUT to Mr. David Grim! Working with David is one of the most professional relationships you will find! All of David’s communication was clear and concise, well organized and planned. His knowledge and insight was very helpful answering questions and solving problems. But the best thing about David is that he is a super, nice friendly gentleman with best customer service! We look forward to working with him in the future!"
"I have known Carmine for 20 years i would highly recommend Cornerstone Planning for all your financial needs.Sue and Jon are also a great asset to the cornerstone group.It is a pleasure and a secure feeling knowing you can speak to the same representative when you call them."
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Business Succession Planning
- Confidence Building Exercises
- Diversified Investment Portfolios
- Estate Planning And Administration
- Family Business Strategy
- Family Financial Planning
- Family Office Services
- Financial Clarity And Confidence
- Financial Independence Goals
- Financial Planning Services
- Generational Wealth Transfer
- Independent Financial Advisor
- Independent Financial Planning Firm
- Individualized Financial Planning
- Inheritance Tax Planning
- Investing For Families
- Investment Management Firm
- Investment Portfolio Optimization
- Investment Risk Management
- Legacy Planning And Execution
- Life Goal Alignment
- Long-Term Wealth Management
- Next Generation Family Dynamics
- Objective-Based Financial Planning
- Personalized Wealth Management
- Retirement Planning Advice
- Small Business Retirement Plans
- Tax Efficient Investing
- Tax Optimization Techniques
- Trust And Estate Services
- Trusts And Estates Administration
- Wealth Creation Strategies
- Wealth Planning Strategies
- Wealth Preservation Strategies
- Wealth Protection Advice
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