CORNERSTONE PLANNING GROUP
Fairfield, New Jersey
5.0
2 Reviews
Cornerstone Planning Group, headquartered in Fairfield, NJ, is a local investment advisory firm with a strong presence in the financial industry. With five offices strategically located throughout the region, Cornerstone Planning Group has established itself as a trusted partner for individuals and businesses seeking comprehensive investment solutions. Comprising a dedicated team of 14 professionals, Cornerstone Planning Group offers a range of specialized services, with eight advisors focused specifically on investment advisory. Leveraging their expertise and experience, these advisors provide personalized guidance to clients, h...
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Assets Under Mgmt

$418.85M

Investment Professionals

8

Locations

4

% 401K & Individual

30%

% Discretionary

81%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Educational seminars/workshops
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