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Cornerstone Financial Advisors

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Cornerstone Financial Advisors

Mission statement:

Cornerstone Financial Advisors makes a difference for our clients by helping them achieve what is truly important to them.

Overview:

Cornerstone Financial Advisors, a full service, fee-based financial planning firm, is registered as an investment advisor with New York State. We offer comprehensive guidance on a variety of retirement and estate planning issues. While highly personalized investment management is also one of our core services, we strive to do much more than simply manage money. Our holistic approach strives to make a difference in our client’s lives by helping them achieve what is truly important to them.

Cornerstone Financial Advisors, a full service, fee-based financial planning firm, is registered as an investment advisor with New York State. We offer comprehensive guidance on a variety of retirement and estate planning issues. While highly personalized investment management is also one of our core services, we strive to do much more than simply manage money. Our holistic approach strives to make a difference in our client’s lives by helping them achieve what is truly important to them.

Vision:

Cornerstone Financial Advisors makes a difference for our clients by helping them achieve what is truly important to them.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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