Cornerstone Financial
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Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

2020 Union St Ste 400, Lafayette, Indian...

Phone Number

(765) 463-0233

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

Cornerstone Financial is an independent financial planning firm based in Lafayette, Indiana, specializing in investment management and comprehensive financial planning services. They cater to individuals and small businesses, offering expertise in areas such as retirement planning, education funding, insurance needs, wealth protection, and charitable giving. The firm emphasizes understanding clients' unique goals and priorities to provide tailored financial guidance. With a commitment to maintaining a fiduciary standard of care, Cornerstone Financial aims to help clients achieve their financial objectives while minimizing risk.Explore more
Cornerstone Financial's Social MediaPopular SearchesCornerStone FinancialCorner Stone Financial GroupCornerstone Financial Charitable Corporation IncDomain NameSIC Code 62,628NAICS Code 52,523Show more

Cornerstone Financial Org Chart

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cornerstone Financial

<$5M
1-10
Private
-
2004
DS
Dennis SynesaelFinancial Advisor
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1995
JK
Jack KremerClient Relationship Manager
<$5M
1-10
Private
-
2008
AD
Andrea DukeFinancial Advisor
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
-
EB
Eden BaggsClient Relationship Manager
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Cornerstone Financial Tech Stack

A closer look at the technologies used by Cornerstone Financial

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Frequently Asked Questions Regarding Cornerstone Financial

What is Cornerstone Financial's official website?
Cornerstone Financial's official website is www.cornerstone-financial.com
What is Cornerstone Financial's Revenue?
Cornerstone Financial's revenue is <$5 Million
What is Cornerstone Financial's SIC code?
Cornerstone Financial's SIC: 62,628
What is Cornerstone Financial's NAICS code?
Cornerstone Financial's NAICS: 52,523
How many employees does Cornerstone Financial have?
Cornerstone Financial has 1-10 employees
What industry does Cornerstone Financial belong to?
Cornerstone Financial is in the industry of: Finance, Securities Trading
What is Cornerstone Financial competition?
Cornerstone Financial top competitors include: Shield Financial Group, Northstar Wealth Management, Retirement Plan Partners, Kremer & Associates
What technology does Cornerstone Financial use?
Some of the popular technologies that Cornerstone Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Font API
How do I contact Cornerstone Financial?
Cornerstone Financial contact info: Phone number: (765) 463-0233 Website: www.cornerstone-financial.com
What does Cornerstone Financial do?

Cornerstone Financial is an independent financial planning firm based in Lafayette, Indiana, specializing in investment management and comprehensive financial planning services. They cater to individuals and small businesses, offering expertise in areas such as retirement planning, education funding, insurance needs, wealth protection, and charitab... le giving. The firm emphasizes understanding clients' unique goals and priorities to provide tailored financial guidance. With a commitment to maintaining a fiduciary standard of care, Cornerstone Financial aims to help clients achieve their financial objectives while minimizing risk.Read More

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

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