Cornerstone Financial Group

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

213 N College Rd, Lafayette, Louisiana, ...

Phone Number

(337) 233-6066

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Cornerstone Financial Group

Cornerstone Financial Group is a full-service wealth management firm based in Lafayette, LA, dedicated to helping individuals, families, and business owners achieve their financial goals through customized financial planning and investment strategies. Their services include fiduciary trust administration, retirement plans, business succession planning, and wealth management. With a team that boasts over 100 years of combined experience, they focus on providing transparent advice and personalized solutions for both personal and business financial needs. The firm emphasizes a client-centric approach, ensuring they act in the best interest of their clients while maintaining a commitment to independence and integrity.Explore more
Cornerstone Financial Group's Social MediaPopular SearchesCornerstone Financial Group IncCornerstone Financial GroupCornerstone Financial Advisory Services IncRomagosa Mary Llm CluCorner Stone Financial Group IncSIC Code 62,628NAICS Code 52,523Show more

Cornerstone Financial Group Org Chart

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Director, Operations

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AH
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Director, Business Development Marketing

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Manager, Branch Operations

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Manager, Branch Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cornerstone Financial Gro...

<$5M
1-10
Private
<$5M
1969
AR
Andrew RuzickaDirector, Operations
<$5M
11-50
Private
-
2016
CS
Christina SuchorabskiPartner, President
<$5M
1-10
Private
-
2018
KH
Kim HayesManager, Operations
<$5M
1-10
Private
-
2010
SP
Steven PhillipsExecutive Director
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2018
WM
Wayne MorrissetteOffice Manager
<$5M
1-10
Private
-
-
BR
Brian RybickiFinancial Consultant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cornerstone Financial Group financials insights

Gather financial insights about Cornerstone Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$26K

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Cornerstone Financial Group Tech Stack

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Frequently Asked Questions Regarding Cornerstone Financial Group

What is Cornerstone Financial Group's official website?
Cornerstone Financial Group's official website is www.cornerstonela.com
What is Cornerstone Financial Group's Revenue?
Cornerstone Financial Group's revenue is <$5 Million
What is Cornerstone Financial Group's SIC code?
Cornerstone Financial Group's SIC: 62,628
What is Cornerstone Financial Group's NAICS code?
Cornerstone Financial Group's NAICS: 52,523
How many employees does Cornerstone Financial Group have?
Cornerstone Financial Group has 1-10 employees
What industry does Cornerstone Financial Group belong to?
Cornerstone Financial Group is in the industry of: Finance, Securities Trading
What is Cornerstone Financial Group competition?
Cornerstone Financial Group top competitors include: Benton Wealth Management, MKS Wealth Management, Rybicki & Pearson Financial, Atlas Wealth Management
What technology does Cornerstone Financial Group use?
Some of the popular technologies that Cornerstone Financial Group uses are: Trend Micro Hosted Email Security, Proofpoint, Google Cloud Web Serving, Google Cloud Platform
How do I contact Cornerstone Financial Group?
Cornerstone Financial Group contact info: Phone number: (337) 233-6066 Website: www.cornerstonela.com
What does Cornerstone Financial Group do?

Cornerstone Financial Group is a full-service wealth management firm based in Lafayette, LA, dedicated to helping individuals, families, and business owners achieve their financial goals through customized financial planning and investment strategies. Their services include fiduciary trust administration, retirement plans, business succession plann... ing, and wealth management. With a team that boasts over 100 years of combined experience, they focus on providing transparent advice and personalized solutions for both personal and business financial needs. The firm emphasizes a client-centric approach, ensuring they act in the best interest of their clients while maintaining a commitment to independence and integrity.Read More

What are Cornerstone Financial Group social media links?
Cornerstone Financial Group Linkedin page Cornerstone Financial Group Facebook page
Is Cornerstone Financial Group a public company?
Cornerstone Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Cornerstone Financial Group

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