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US / WI / Appleton
Cornerstone Financial Group photo
Cornerstone Financial Group photo
Cornerstone Financial Group photo
Cornerstone Financial Group photo
Cornerstone Financial Group photo

Cornerstone Financial Group

4.4 7 reviews
Address: 158 E Northland Ave, Appleton, WI 54911, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Personal Financial Planning $150 - $300 Call to Book
Retirement Planning $200 - $400 Call to Book
Debt Management Planning $100 - $250 Call to Book
Investment Advisory Portfolio Management $300 - $500 Call to Book
Investment Strategy Development $250 - $450 Call to Book
Asset Allocation Advice $200 - $400 Call to Book
Tax Planning Tax Strategy Consultation $150 - $250 Call to Book
Tax Return Preparation $200 - $350 Call to Book
Tax Compliance Services $100 - $200 Call to Book
Estate Planning Will Creation $200 - $400 Call to Book
Trust Formation $300 - $600 Call to Book
Estate Tax Planning $250 - $450 Call to Book

What people love

From reviews
Personalized planning Knowledgeable staff Welcoming environment Client-focused approach No sales pitches

About this business

About Cornerstone Financial Group What is Cornerstone Financial Group? We are a collection of enthusiastic folks eager to help the financial novice become the wealthiest person in the world. We are part of the Fox Valley financial community and have been in business for 22 years, so we are not a financial. Our eyes are open to life's truths, and we understand that "retirement" does not always mean "age 65,” a pension, golf course, or vineyards. It can also mean freedom from doing what you are good at and starting to do what you like. It means working to the end because you love it, or doing what you do. Our team helps our clients define their field goals and direct them to their wealth’s best way. We are expenses and growing our reach across the country to become the next big thing in financial wellness, happy retirements, and national leadership. We love to help people start their financial journeys, and we do it as a financial professional. Whether you just want to buy your first home, save for the future, or get out of debt, we can help. We are educators first, so you will not see us selling in our toolkit. We are fiduciary-focused planners, and we are thrilled to tell you about it. #buildingfutures

Frequently asked questions

7 questions
What do Cornerstone Financial Group clients say about the work?
Clients consistently praise the team for their personalized approach and support, highlighting the amazing service from staff like Troy, who is noted for being caring and attentive to clients' financial goals.
Does Cornerstone Financial Group offer financial planning services, and what do customers think about them?
Yes, they provide financial planning services including personal financial planning, retirement planning, and debt management planning. Reviewers appreciate the collaborative approach in creating tailored financial plans without judgment.
Can I get help with tax planning at Cornerstone Financial Group, and how do clients feel about their services?
They offer tax planning services such as tax strategy consultation and tax return preparation. Clients express satisfaction with the thoroughness and expertise shown in their tax-related needs.
How does Cornerstone Financial Group assist with investment advisory services?
They provide investment advisory services including portfolio management, investment strategy development, and asset allocation advice, helping clients navigate their investment goals effectively.
What estate planning services does Cornerstone Financial Group offer?
The team assists with estate planning services such as will creation, trust formation, and estate tax planning, ensuring clients' wishes are honored and their assets managed appropriately.
How long has Cornerstone Financial Group been in business, and what does that mean for clients?
Having been in business for 22 years, they bring extensive experience to the financial community, which clients find reassuring when navigating their financial journeys.
Where is Cornerstone Financial Group located?
158 E Northland Ave, Appleton, WI 54911, USA

Location & directions

Appleton, Wisconsin
Cornerstone Financial Group
Wealth Management Companies
Address
158 E Northland Ave, Appleton, WI 54911, USA
Hours
Open 8:30 AM - 4:30 PM
Cornerstone Financial Group Reviews · 4.4 average
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