Cornerstone Wealth Planning

Finance · Maine, United States · 1-10 Employees

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Overview

Headquarters

79 Main St, Auburn, Maine, 04210, United...

Phone Number

(207) 376-3160

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
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About Cornerstone Wealth Planning

Cornerstone Wealth Planning was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.Explore more
Cornerstone Wealth Planning's Social MediaPopular SearchesCornerstone Wealth Planningcom CornerstoneWealthPlanningSIC Code 62,628NAICS Code 52,523Show more

Cornerstone Wealth Planning Org Chart

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MD
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President & Certified Financial Planner

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Compare insights from companies similar to Cornerstone Wealth Planning, 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 Planni...

<$5M
1-10
Private
-
-
MD
Mindy DavisPresident & Certified Financial Planner
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
2015
LB
Lester BotkinFinancial, Cfa Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JR
Jason RadakovichPresident, Financial & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cornerstone Wealth Planning Tech Stack

A closer look at the technologies used by Cornerstone Wealth Planning

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Frequently Asked Questions Regarding Cornerstone Wealth Planning

What is Cornerstone Wealth Planning's official website?
Cornerstone Wealth Planning's official website is www.cornerstonewp.com
What is Cornerstone Wealth Planning's Revenue?
Cornerstone Wealth Planning's revenue is <$5 Million
What is Cornerstone Wealth Planning's SIC code?
Cornerstone Wealth Planning's SIC: 62,628
What is Cornerstone Wealth Planning's NAICS code?
Cornerstone Wealth Planning's NAICS: 52,523
How many employees does Cornerstone Wealth Planning have?
Cornerstone Wealth Planning has 1-10 employees
What industry does Cornerstone Wealth Planning belong to?
Cornerstone Wealth Planning is in the industry of: Finance, Securities Trading
What is Cornerstone Wealth Planning competition?
Cornerstone Wealth Planning top competitors include: Full Circle Wealth Strategies, Botkin Family Wealth Management, Sterling Total Wealth Solutions, VISTA Wealth Strategies
What technology does Cornerstone Wealth Planning use?
Some of the popular technologies that Cornerstone Wealth Planning uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare CDN
How do I contact Cornerstone Wealth Planning?
Cornerstone Wealth Planning contact info: Phone number: (207) 376-3160 Website: www.cornerstonewp.com
What does Cornerstone Wealth Planning do?

Cornerstone Wealth Planning was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.... Read More

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

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