Cornerstone Advisory Group

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

745 E Locust Ave Ste 112, Fresno, Califo...

Phone Number

(559) 436-4484

Revenue

$7.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
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1

About Cornerstone Advisory Group

Cornerstone Advisory Group is an independent financial consulting firm that specializes in retirement plan consulting services for employers, as well as personal retirement planning and asset management for individuals. The firm is dedicated to providing clarity and exceptional solutions to its clients, ensuring that their financial goals are met with confidence. With a team of highly trained retirement planning specialists, they prioritize the best interests of their clients in all advisory services. Their commitment to client success sets them apart in the financial consulting industry.Explore more
Popular SearchesCornerstone Advisory GroupCornerstone Advisory Group IncCornerstone Advisory Group andSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cornerstone Advisory Grou...

$7.2M
11-50
Private
-
2008
N/A
<$5M
1-10
Private
-
2019
KP
Kathy ParrishFounder, CEO & Certified Exit Planning Advisor
<$5M
11-50
Private
-
2010
LK
Lawrence KarleDirector, Retirement Services
<$5M
1-10
Private
-
2003
ES
Elizabeth SantucciAdministrative Assistant
<$5M
1-10
Private
-
2015
GT
Giannina ToaxenClient Service Manager
<$5M
1-10
Private
-
2009
VC
Victoria CegerenkoManager, Client Services & Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cornerstone Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cornerstone Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cornerstone Advisory Group.

Cornerstone Advisory Group Tech Stack

A closer look at the technologies used by Cornerstone Advisory Group

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Frequently Asked Questions Regarding Cornerstone Advisory Group

What is Cornerstone Advisory Group's official website?
Cornerstone Advisory Group's official website is www.teamcag.com
What is Cornerstone Advisory Group's Revenue?
Cornerstone Advisory Group's revenue is $7.2 Million
What is Cornerstone Advisory Group's SIC code?
Cornerstone Advisory Group's SIC: 62,628
What is Cornerstone Advisory Group's NAICS code?
Cornerstone Advisory Group's NAICS: 52,523
How many employees does Cornerstone Advisory Group have?
Cornerstone Advisory Group has 11-50 employees
What industry does Cornerstone Advisory Group belong to?
Cornerstone Advisory Group is in the industry of: Finance, Securities Trading
What is Cornerstone Advisory Group competition?
Cornerstone Advisory Group top competitors include: New England Wealth Management, Paul Santucci Financial Services, Hastie Financial Group, Ashokan Wealth Management
What technology does Cornerstone Advisory Group use?
Some of the popular technologies that Cornerstone Advisory Group uses are: DocuSign, Drupal, reCAPTCHA, PHP
How do I contact Cornerstone Advisory Group?
Cornerstone Advisory Group contact info: Phone number: (559) 436-4484 Website: www.teamcag.com
What does Cornerstone Advisory Group do?

Cornerstone Advisory Group is an independent financial consulting firm that specializes in retirement plan consulting services for employers, as well as personal retirement planning and asset management for individuals. The firm is dedicated to providing clarity and exceptional solutions to its clients, ensuring that their financial goals are met w... ith confidence. With a team of highly trained retirement planning specialists, they prioritize the best interests of their clients in all advisory services. Their commitment to client success sets them apart in the financial consulting industry.Read More

Is Cornerstone Advisory Group a public company?
Cornerstone Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Cornerstone Advisory Group

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