Cornerstone Financial Group

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

158 E Northland Ave, Appleton, Wisconsin...

Phone Number

(920) 832-3821

Revenue

<$5 Million

Industry

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

Cornerstone Financial Group provides personalized financial planning services tailored to the unique lifestyles and goals of individuals, families, and businesses. Their offerings include investment management, retirement planning, risk management, and business succession planning. With locations in Appleton, Algoma, and St. Petersburg, they aim to help clients achieve their financial objectives and ensure a smooth transition in leadership for businesses. For over two decades, they have been dedicated to empowering clients in the Fox Valley region and beyond.Explore more
Cornerstone Financial Group's Social MediaPopular SearchesCornerstone Financial Group LLCCornerstone Financial GroupCornerstone FinancialCornerstone Financial Group LLC #buildingfuturesCornerstone Financial Group LLC# buildingfuturesSIC Code 62,628NAICS Code 52,523Show more

Cornerstone Financial Group Org Chart

CL
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Chief Executive Officer

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Director, Development With Mark Neumann

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Executive Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cornerstone Financial Gro...

<$5M
1-10
Private
-
1978
$5.9M
11-50
Private
-
2008
BT
Benjamin TealClient Service Manager & Financial Advisor
<$5M
1-10
Private
-
-
RH
Rhonda HackerAccount Executive
<$5M
1-10
Private
-
1977
BR
Brent RamseyFinancial Advisor
<$5M
1-10
Private
-
1997
LM
Liz MunozManager, Operations
<$5M
1-10
Private
-
2019
JA
Julie AbbeyManager, Client Services
<$5M
1-10
Private
-
-
N/A
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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 Tech Stack

A closer look at the technologies used by Cornerstone Financial Group

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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.cfgwi.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: Pittman Financial Corporation of Nevada, Josten Financial, Strategic Financial Concepts, Scott Wealth Planning
What technology does Cornerstone Financial Group use?
Some of the popular technologies that Cornerstone Financial Group uses are: Proofpoint, AppRiver, Neustar UltraDNS, Microsoft 365
How do I contact Cornerstone Financial Group?
Cornerstone Financial Group contact info: Phone number: (920) 832-3821 Website: www.cfgwi.com
What does Cornerstone Financial Group do?

Cornerstone Financial Group provides personalized financial planning services tailored to the unique lifestyles and goals of individuals, families, and businesses. Their offerings include investment management, retirement planning, risk management, and business succession planning. With locations in Appleton, Algoma, and St. Petersburg, they aim to... help clients achieve their financial objectives and ensure a smooth transition in leadership for businesses. For over two decades, they have been dedicated to empowering clients in the Fox Valley region and beyond.Read More

What are Cornerstone Financial Group social media links?
Cornerstone Financial Group Linkedin page Cornerstone Financial Group Twitter 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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