Cornerstone Financial Services
Finance · Michigan, United States · 11-50 Employees
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Overview
Headquarters
24359 Northwestern Hwy Ste 225, Southfie...Phone Number
(248) 519-5502Website
www.cornerstone-mi.comRevenue
$8.8 MillionIndustry
ZI Rank: 2
Signal Type
Feb
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ZI Rank
1
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2
About Cornerstone Financial Services
Cornerstone Financial Services, LLC specializes in providing sophisticated financial planning and tailored portfolio management for families, individuals, corporations, and institutions. Their services include private wealth management, estate planning, corporate strategies, and comprehensive benefits management, all delivered with a client-first approach. The firm focuses on high-income earners, late-stage retirement savers, and successful business owners, utilizing their proprietary Cornerstone ROADMAP 360 method to guide clients towards financial independence. With a commitment to fiduciary standards and independent decision-making, Cornerstone offers a unique blend of financial expertise across various domains, ensuring a seamless experience for their clients.Explore more
Cornerstone Financial Services Org Chart
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Activity Insights
Cornerstone Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
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Cornerstone Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cornerstone Financial Services.
Cornerstone Financial Services Tech Stack
A closer look at the technologies used by Cornerstone Financial Services
Most Recent Scoops
Person-Based
Financial Planning, Business Finance, Finance
Project
, according to a mid-level source in operations management, is in the midst of initiatives related to business plan software. The organization is currently evaluating Bizplan. Cornerstone Financial Services will be increasing funding and is expected to increase contingent workforce to support these efforts. Streamlining efforts are underway as part of these initiatives.
Spending/Investment, Contingent Workforce, Financial Planning, Funding, Software, Forecasting, Corporate Strategy, Finance, Operations
Project
, according to a mid-level source in operations management, is in the midst of initiatives related to artificial intelligence and machine learning. The organization is currently evaluating various vendors. Cornerstone Financial Services will be increasing funding and is expected to increase permanent employee workforce to support these efforts. The organization is focused on platform building as part of these initiatives.
Spending/Investment, Financial Planning, Funding, Machine Learning, Artificial Intelligence, Finance, Operations
Project
, according to a mid-level source in operations management, is planning to begin initiatives related to enterprise resource planning (ERP) software within three months. The organization is currently evaluating various vendors. Cornerstone Financial Services will focus on streamlining efforts as part of these initiatives.
Enterprise Software, Software, Enterprise Resource Planning, Operations
Project
Contingent Workforce, Software, Customer Service, Operations
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Frequently Asked Questions Regarding Cornerstone Financial Services
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Cornerstone Financial Services, LLC specializes in providing sophisticated financial planning and tailored portfolio management for families, individuals, corporations, and institutions. Their services include private wealth management, estate planning, corporate strategies, and comprehensive benefits management, all delivered with a client-first a... Read More
