Cornerstone Wealth Management

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

3620 Walden Dr Ste 201, Lexington, Kentu...

Phone Number

(859) 381-0555

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Cornerstone Wealth Management

Kentucky Retirement Professionals, led by Erich Castillo and his team, specializes in retirement planning, tax strategies, investment planning, and risk management for Kentucky residents. With over 25 years of experience, they cater to disciplined savers who are nearing retirement or recently retired, particularly those with savings of $500,000 or more. Their services focus on creating reliable income streams and tailored retirement plans that support clients' lifestyles throughout retirement. The firm emphasizes building long-term relationships with clients, ensuring their financial needs and goals are met with care and expertise.Explore more
Cornerstone Wealth Management's Social MediaPopular SearchesCornerstone Wealth ManagementCornerstone Management LLCCornerstone WealthCornerstone Wealth Management KYRetirement ProsSIC Code 62,628NAICS Code 52,523Show more

Cornerstone Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cornerstone Wealth Manage...

<$5M
1-10
Private
-
-
$7M
1-10
Private
-
2003
DG
Dylan GoisManager, Client Services
<$5M
11-50
Private
<$5M
2017
JS
Joyce SchneiderManager, Operations & Marketing
<$5M
11-50
Private
-
1994
<$5M
1-10
Private
-
2014
Alexander Nalle, Managing Partner at Oak Wealth Management
Alexander NalleManaging Partner
<$5M
1-10
Private
-
1983
RR
Rose RinkerManager, Business Case
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cornerstone Wealth Management Tech Stack

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Frequently Asked Questions Regarding Cornerstone Wealth Management

What is Cornerstone Wealth Management's official website?
Cornerstone Wealth Management's official website is www.kentuckyretirementpros.com
What is Cornerstone Wealth Management's Revenue?
Cornerstone Wealth Management's revenue is <$5 Million
What is Cornerstone Wealth Management's SIC code?
Cornerstone Wealth Management's SIC: 62,628
What is Cornerstone Wealth Management's NAICS code?
Cornerstone Wealth Management's NAICS: 52,523
How many employees does Cornerstone Wealth Management have?
Cornerstone Wealth Management has 1-10 employees
What industry does Cornerstone Wealth Management belong to?
Cornerstone Wealth Management is in the industry of: Finance, Securities Trading
What is Cornerstone Wealth Management competition?
Cornerstone Wealth Management top competitors include: Yerba Buena Financial Partners, Genesis Financial Group, Oak Wealth Management, Uncommon Cents Investing
What technology does Cornerstone Wealth Management use?
Some of the popular technologies that Cornerstone Wealth Management uses are: Amazon Web Hosting
How do I contact Cornerstone Wealth Management?
Cornerstone Wealth Management contact info: Phone number: (859) 381-0555 Website: www.kentuckyretirementpros.com
What does Cornerstone Wealth Management do?

Kentucky Retirement Professionals, led by Erich Castillo and his team, specializes in retirement planning, tax strategies, investment planning, and risk management for Kentucky residents. With over 25 years of experience, they cater to disciplined savers who are nearing retirement or recently retired, particularly those with savings of $500,000 or... more. Their services focus on creating reliable income streams and tailored retirement plans that support clients' lifestyles throughout retirement. The firm emphasizes building long-term relationships with clients, ensuring their financial needs and goals are met with care and expertise.Read More

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

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