Cornerstone Retire

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

16810 Kenton Dr Ste 200, Huntersville, N...

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 Retire

At Cornerstone Retire, we help businesses optimize their company sponsored savings plans including 401(k), 403(b), Defined Benefit and Non-Qualified Plans. Our team strives to understand the cultural values and motivational drivers of your company. We design and implement customized solutions to meet the needs of participants including owners, executives and employees. We offer the guidance you need to select a company sponsored savings plan confidently. As part of Cornerstone Wealth Group, LLC, we leverage the investment and wealth management expertise of our partners at Cornerstone Wealth.Explore more
Popular SearchesCornerstone RetireSIC Code 62,628NAICS Code 52,523Show more

Cornerstone Retire Org Chart

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Retirement Plan Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cornerstone Retire

<$5M
1-10
Private
-
-
AP
Andrea PineRetirement Plan Advisor
<$5M
11-50
Private
-
2019
JN
Jane NowakSenior Financial Advisor
<$5M
11-50
Private
-
1984
TJ
Thomas JohnsonAdministrative Assistant
<$5M
1-10
Private
-
2017
AB
Andrea BadzaClient Service Manager
<$5M
11-50
Private
-
2009
WL
William LockeCEO & President
<$5M
1-10
Private
-
-
CS
Christina StewartDirector, Growth & Partnerships
Illustration of an envelope

Cornerstone Retire Tech Stack

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Frequently Asked Questions Regarding Cornerstone Retire

What is Cornerstone Retire's official website?
Cornerstone Retire's official website is www.cwgretire.com
What is Cornerstone Retire's Revenue?
Cornerstone Retire's revenue is <$5 Million
What is Cornerstone Retire's SIC code?
Cornerstone Retire's SIC: 62,628
What is Cornerstone Retire's NAICS code?
Cornerstone Retire's NAICS: 52,523
How many employees does Cornerstone Retire have?
Cornerstone Retire has 1-10 employees
What industry does Cornerstone Retire belong to?
Cornerstone Retire is in the industry of: Finance, Securities Trading
What is Cornerstone Retire competition?
Cornerstone Retire top competitors include: Southbridge Advisors, Black Box Pension Advocates, FRS Capital Management, Retirement Plan Solutions
What technology does Cornerstone Retire use?
Some of the popular technologies that Cornerstone Retire uses are: AppRiver, Microsoft 365, GoDaddy DNS, Mimecast
What does Cornerstone Retire do?

At Cornerstone Retire, we help businesses optimize their company sponsored savings plans including 401(k), 403(b), Defined Benefit and Non-Qualified Plans. Our team strives to understand the cultural values and motivational drivers of your company. We design and implement customized solutions to meet the needs of participants including owners, exec... utives and employees. We offer the guidance you need to select a company sponsored savings plan confidently. As part of Cornerstone Wealth Group, LLC, we leverage the investment and wealth management expertise of our partners at Cornerstone Wealth.Read More

Is Cornerstone Retire a public company?
Cornerstone Retire is private company therefore does not currently have an official ticker symbol
See more information about Cornerstone Retire

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