Cornerstone Retirement Partners
Finance · Michigan, United States · 1-10 Employees
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Overview
Headquarters
2900 Charlevoix Dr SE Ste 310, Grand Rap...Phone Number
(616) 301-2581Website
www.cornerstone-rp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1
1
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1
About Cornerstone Retirement Partners
Cornerstone Retirement Partners is an independent fiduciary financial advisory and Medicare firm based in Grand Rapids, specializing in financial, retirement income, and healthcare planning. With over 20 years of experience, they support working individuals transitioning to retirement by assisting with Medicare, Social Security, and income planning. The firm also offers tax services that integrate with wealth management and healthcare to secure clients' financial futures. Their dedicated team includes professional financial advisors and Medicare specialists who work collaboratively to ensure the best interests of their clients.Explore more
Cornerstone Retirement Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Cornerstone Retirement Pa...
<$5M
1-10
Private
-
2002
LS
Lindsey SeitzManager, Client Services, Wealth Management
Company Profile Activity
Activity Insights
Cornerstone Retirement Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Cornerstone Retirement Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cornerstone Retirement Partners.
Cornerstone Retirement Partners Tech Stack
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Cornerstone Retirement Partners is an independent fiduciary financial advisory and Medicare firm based in Grand Rapids, specializing in financial, retirement income, and healthcare planning. With over 20 years of experience, they support working individuals transitioning to retirement by assisting with Medicare, Social Security, and income planning... Read More
