Cornerstone Advisers
Financial ServicesView the employees at
Cornerstone Advisers-
James W Hogan, CPA, CFP® Providing Objective & Honest Financial Advice | Partner at Cornerstone Advisers
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Downers Grove, Illinois, United States
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Top 5%
Michelle Reymer Operations Specialist-
Greater Chicago Area
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Rising Star
Scot Jacobs, CFP® Putting Financial Strategies in Place for All of Life’s Events | Partner at Cornerstone Advisers-
Springfield, Illinois Metropolitan Area
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Top 10%
Joe Kula CPA, CFP® Financial Advisor-
Springfield, Illinois, United States
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Top 1%
Overview
At Cornerstone Advisers, we have a “philosophy” or a “mission statement” that we work with and is central to everything that we do…and it’s quite simple: Clients Come First. When we focus on you, we can help you succeed in preparing for life. And that’s what brings us the most joy and satisfaction. We use what we call the “financial needs cornerstones” to develop holistic financial plans that can help prepare you for life. The Cornerstone Advisers team expands across five locations in Chicagoland and central Illinois. Our team members have backgrounds in estate planning, trusts, tax planning, risk management, investment management, life insurance, and more. We promise to constantly focus on your needs above all, and will use the holistic approach of the financial needs cornerstones to help meet your goals. With all of us working together to bring these elements into your financial plan, we can develop a solid cornerstone to help you prepare for life. To read more about our services, visit us online at www.cornerllc.com. Securities offered through Cetera Financial Specialists, LLC, member FINRA/SIPC (doing business in California as CFGFS Insurance Agency). Advisory Services offered through Cetera Investment Advisers, LLC. Cetera entities are separate from any other named entity.
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