Cornerstone Professional Advisor Services

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

9 Endo Blvd Ste 101, Garden City, New Yo...

Phone Number

(516) 408-1160

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 Professional Advisor Services

Cornerstone Professional Advisor Services, LLP is a team of experienced Personal Financial Advisors, including CPAs, dedicated to providing objective financial planning and prudent counsel. They offer a range of services including wealth building, retirement planning, business succession planning, and estate planning, aimed at helping clients navigate the complexities of financial markets. Their goal is to simplify financial management and assist clients in achieving their financial objectives while avoiding unnecessary hardships. The firm is located in Garden City, NY, and emphasizes building solid financial foundations through experience and trust.Explore more
Cornerstone Professional Advisor Services's Social MediaPopular SearchesCornerstone Professional Advisor Services LLCCPAs LLCCornerstone Professional AdvisorCornerstone Professional Advisor ServicesProfessional Advisor Services LLCSIC Code 62,628NAICS Code 52,523Show more

Cornerstone Professional Advisor Services Org Chart

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Chief Financial Officer & Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cornerstone Professional ...

<$5M
1-10
Private
-
2002
AD
Albert DavidsonChief Financial Officer & Controller
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
2005
TK
Tricia KrietzbergPractice Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1989
TW
Thomas WilliamsDirector, Operations
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cornerstone Professional Advisor Services Tech Stack

A closer look at the technologies used by Cornerstone Professional Advisor Services

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Frequently Asked Questions Regarding Cornerstone Professional Advisor Services

What is Cornerstone Professional Advisor Services's official website?
Cornerstone Professional Advisor Services's official website is www.cpasllc.com
What is Cornerstone Professional Advisor Services's Revenue?
Cornerstone Professional Advisor Services's revenue is <$5 Million
What is Cornerstone Professional Advisor Services's SIC code?
Cornerstone Professional Advisor Services's SIC: 62,628
What is Cornerstone Professional Advisor Services's NAICS code?
Cornerstone Professional Advisor Services's NAICS: 52,523
How many employees does Cornerstone Professional Advisor Services have?
Cornerstone Professional Advisor Services has 1-10 employees
What industry does Cornerstone Professional Advisor Services belong to?
Cornerstone Professional Advisor Services is in the industry of: Finance, Securities Trading
What is Cornerstone Professional Advisor Services competition?
Cornerstone Professional Advisor Services top competitors include: Cape Cod Wealth Strategies & Insurance Services, Ratcliff Financial Services, Rubin Wealth Advisors, Krietzberg Wealth Management
What technology does Cornerstone Professional Advisor Services use?
Some of the popular technologies that Cornerstone Professional Advisor Services uses are: Microsoft 365, GoDaddy DNS, GoDaddy Web Hosting, Microsoft Exchange Online
Who is the CFO of Cornerstone Professional Advisor Services?
Cornerstone Professional Advisor Services's CFO is Albert Davidson
How do I contact Cornerstone Professional Advisor Services?
Cornerstone Professional Advisor Services contact info: Phone number: (516) 408-1160 Website: www.cpasllc.com
What does Cornerstone Professional Advisor Services do?

Cornerstone Professional Advisor Services, LLP is a team of experienced Personal Financial Advisors, including CPAs, dedicated to providing objective financial planning and prudent counsel. They offer a range of services including wealth building, retirement planning, business succession planning, and estate planning, aimed at helping clients navig... ate the complexities of financial markets. Their goal is to simplify financial management and assist clients in achieving their financial objectives while avoiding unnecessary hardships. The firm is located in Garden City, NY, and emphasizes building solid financial foundations through experience and trust.Read More

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

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