Financial Cornerstone Group

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

190 Mciver Ln, Rockledge, Florida, 32955...

Phone Number

(321) 735-4994

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
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ZI Rank
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About Financial Cornerstone Group

Financial Cornerstone Group is a financial services firm located in the Space Coast of Florida, with offices in Rockledge, Satellite Beach, and Melbourne. They specialize in holistic financial planning, investment management, and insurance services tailored for individuals, families, business owners, and non-profit organizations. The firm emphasizes a client-centered approach, aiming to understand and address the unique financial needs and goals of each client. Their diverse offerings include retirement planning, tax-efficient strategies, and educational resources to support clients in their financial journeys.Explore more
Financial Cornerstone Group's Social MediaPopular SearchesFinancial Cornerstone GroupCourtney & Braswell Financial Group LLCyourfcg.comAndres Yepes - Independent Wealth AdvisorFinancial Cornerstone Group LLCSIC Code 62,628NAICS Code 52,523Show more

Financial Cornerstone Group Org Chart

PhoneEmail
JB
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Front Office Coordinator

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LS
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Financial Planning Investment Analyst

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CC
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Executive Assistant To Beth Courtney

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HC
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Account Services Specialist

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RC
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Financial Representative

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DS
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Financial Advisor

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RR
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Financial Advisor

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SH
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Administrative Assistant To James Herzog

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CB
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Independent Financial Advisor

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EC
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Owner and Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Cornerstone Gro...

<$5M
11-50
Private
-
-
JB
Joy BryantFront Office Coordinator
<$5M
1-10
Private
-
1995
WF
Wayne FarnsworthWealth Management Specialist & Vice President
<$5M
1-10
Private
-
1996
N/A
<$5M
1-10
Private
<$5M
2014
SJ
Scott JacksonFounder & Managing Director
<$5M
1-10
Private
-
-
CS
Cheryl SmithOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
TW
Trip WhatleyVice President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Financial Cornerstone Group Tech Stack

A closer look at the technologies used by Financial Cornerstone Group

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Frequently Asked Questions Regarding Financial Cornerstone Group

What is Financial Cornerstone Group's official website?
Financial Cornerstone Group's official website is www.yourfcg.com
What is Financial Cornerstone Group's Revenue?
Financial Cornerstone Group's revenue is <$5 Million
What is Financial Cornerstone Group's SIC code?
Financial Cornerstone Group's SIC: 62,628
What is Financial Cornerstone Group's NAICS code?
Financial Cornerstone Group's NAICS: 52,523
How many employees does Financial Cornerstone Group have?
Financial Cornerstone Group has 11-50 employees
What industry does Financial Cornerstone Group belong to?
Financial Cornerstone Group is in the industry of: Finance, Insurance, Securities Trading
What is Financial Cornerstone Group competition?
Financial Cornerstone Group top competitors include: KASE Wealth Advisors, Stevens & Ault Financial Services, Plexico Financial Services, Farnsworth Financial Services
What technology does Financial Cornerstone Group use?
Some of the popular technologies that Financial Cornerstone Group uses are: Cloudflare Website Optimization, Smarsh, Microsoft 365, Google Tag Manager
How do I contact Financial Cornerstone Group?
Financial Cornerstone Group contact info: Phone number: (321) 735-4994 Website: www.yourfcg.com
What does Financial Cornerstone Group do?

Financial Cornerstone Group is a financial services firm located in the Space Coast of Florida, with offices in Rockledge, Satellite Beach, and Melbourne. They specialize in holistic financial planning, investment management, and insurance services tailored for individuals, families, business owners, and non-profit organizations. The firm emphasize... s a client-centered approach, aiming to understand and address the unique financial needs and goals of each client. Their diverse offerings include retirement planning, tax-efficient strategies, and educational resources to support clients in their financial journeys.Read More

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

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