Cornerstone Wealth Advisory Group

Finance · South Carolina, United States · 51-200 Employees

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Overview

Headquarters

8550 Dorchester Rd Ste 200, North Charle...

Phone Number

(843) 376-3350

Revenue

$14.7 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Cornerstone Wealth Advisory Group

Cornerstone Wealth Advisory Group offers a comprehensive range of insurance and financial planning services, primarily targeting individuals nearing retirement age. They provide instant quotes and personalized appointments in the comfort of clients' homes, with access to over 150 A+ rated insurance and investment companies. Their offerings include life insurance, health insurance, Medicare plans, and smart investing strategies tailored to various needs. The company is dedicated to building financial foundations and community outreach, ensuring clients receive the best solutions for their financial goals.Explore more
Cornerstone Wealth Advisory Group's Social MediaPopular SearchesCornerstone Wealth Advisory GroupCornerstone Wealth AdvisoryCornerstone WealthCornerstone Wealth Advisory Group LLCCornerstone Insurance Services and Wealth AdvisorySIC Code 62,628NAICS Code 52,523Show more

Cornerstone Wealth Advisory Group Org Chart

MH
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Founder & Chief Executive Officer

PhoneEmail
David Armbruster, President, Financial Divsion at Cornerstone Wealth Advisory Group
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President, Financial Divsion

PhoneEmail

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Compare Similar Companies to Cornerstone Wealth Advisory Group

Compare insights from companies similar to Cornerstone Wealth Advisory Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cornerstone Wealth Adviso...

$14.7M
51-200
Private
-
2007
MH
Michael HaskettFounder & CEO
<$5M
1-10
Private
-
1990
HW
Howard WacksManaging Partner
<$5M
1-10
Private
-
1999
N/A
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
2018
KT
Kim TheofrastouClient Services & Administration Associate
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1994
KM
Katie McBrideAdministrative Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cornerstone Wealth Advisory Group Tech Stack

A closer look at the technologies used by Cornerstone Wealth Advisory Group

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Frequently Asked Questions Regarding Cornerstone Wealth Advisory Group

What is Cornerstone Wealth Advisory Group's official website?
Cornerstone Wealth Advisory Group's official website is www.cswta.com
What is Cornerstone Wealth Advisory Group's Revenue?
Cornerstone Wealth Advisory Group's revenue is $14.7 Million
What is Cornerstone Wealth Advisory Group's SIC code?
Cornerstone Wealth Advisory Group's SIC: 62,628
What is Cornerstone Wealth Advisory Group's NAICS code?
Cornerstone Wealth Advisory Group's NAICS: 52,523
How many employees does Cornerstone Wealth Advisory Group have?
Cornerstone Wealth Advisory Group has 51-200 employees
What industry does Cornerstone Wealth Advisory Group belong to?
Cornerstone Wealth Advisory Group is in the industry of: Finance, Insurance, Securities Trading
What is Cornerstone Wealth Advisory Group competition?
Cornerstone Wealth Advisory Group top competitors include: Broadridge Financial Solutions, Castle Advisors, Cache Financial, Strategic Resource Group
What companies has Cornerstone Wealth Advisory Group acquired?
Cornerstone Wealth Advisory Group has acquired the companies: Charleston Insurance Agency
What technology does Cornerstone Wealth Advisory Group use?
Some of the popular technologies that Cornerstone Wealth Advisory Group uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Cornerstone Wealth Advisory Group?
Cornerstone Wealth Advisory Group contact info: Phone number: (843) 376-3350 Website: www.cswta.com
What does Cornerstone Wealth Advisory Group do?

Cornerstone Wealth Advisory Group offers a comprehensive range of insurance and financial planning services, primarily targeting individuals nearing retirement age. They provide instant quotes and personalized appointments in the comfort of clients' homes, with access to over 150 A+ rated insurance and investment companies. Their offerings include... life insurance, health insurance, Medicare plans, and smart investing strategies tailored to various needs. The company is dedicated to building financial foundations and community outreach, ensuring clients receive the best solutions for their financial goals.Read More

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

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