Cornerstone Financial Planning Group

Finance · 1-10 Employees

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Overview

Phone Number

(541) 388-1708

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Cornerstone Financial Planning Group

Welcome to Cornerstone Financial Planning Group LLC. It's not what you make but what you keep that counts. You also need to make sure your money will flow through your retirement and last at least as long as you do. As a Holistic Financial Planner, Barbara Seaman specializes in helping you to plan and invest for your future at every stage of your life. She uses her retirement income experience and a personal, hands-on approach to try to maximize your investments and your income, while minimizing your taxes. By charting an individualized financial course of long-term, effective asset management, Barbara helps you live the life you want. When you work with Barbara, you get more than a financial planner. Youre gaining access to an entire team of professionals including estate planning attorneys, accountants, tax preparers and insurance professionals. As the central spoke of your wheel of financial specialists, Barbara streamlines your life while helping you achieve your dreams. You dont nRead more
Popular SearchesCornerstone Financial Planning Group LLCCornerstone FinancialCornerstone Financial Planning GroupSIC Code 62,628NAICS Code 52,523Show more

Cornerstone Financial Planning Group Org Chart

PhoneEmail
TS

Managing Director

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BS

Holistic Financial Planner

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Cornerstone Financial Pla...

<$5M
1-10
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TS
Tony SmithManaging Director
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Company Profile Activity

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Low Activity

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Activity Insights

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

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

Cornerstone Financial Planning Group Tech Stack

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Frequently Asked Questions Regarding Cornerstone Financial Planning Group

What is Cornerstone Financial Planning Group's official website?
Cornerstone Financial Planning Group's official website is www.cornerstonefinancialbend.com
What is Cornerstone Financial Planning Group's Revenue?
Cornerstone Financial Planning Group's revenue is <$5 Million
What is Cornerstone Financial Planning Group's SIC code?
Cornerstone Financial Planning Group's SIC: 62,628
What is Cornerstone Financial Planning Group's NAICS code?
Cornerstone Financial Planning Group's NAICS: 52,523
How many employees does Cornerstone Financial Planning Group have?
Cornerstone Financial Planning Group has 1-10 employees
What industry does Cornerstone Financial Planning Group belong to?
Cornerstone Financial Planning Group is in the industry of: Finance, Securities Trading
What is Cornerstone Financial Planning Group competition?
Cornerstone Financial Planning Group top competitors include: Pillar Wealth, Felicia Erwin, JLB Wealth Management Group, investwithdoug.com
What technology does Cornerstone Financial Planning Group use?
Some of the popular technologies that Cornerstone Financial Planning Group uses are: GoDaddy DNS, Amazon Web Hosting, GoDaddy Email Hosting
How do I contact Cornerstone Financial Planning Group?
Cornerstone Financial Planning Group contact info: Phone number: (541) 388-1708 Website: www.cornerstonefinancialbend.com
What does Cornerstone Financial Planning Group do?

Welcome to Cornerstone Financial Planning Group LLC. It's not what you make but what you keep that counts. You also need to make sure your money will flow through your retirement and last at least as long as you do. As a Holistic Financial Planner, Barbara Seaman specializes in helping you to plan and invest for your future at every stage of your l... ife. She uses her retirement income experience and a personal, hands-on approach to try to maximize your investments and your income, while minimizing your taxes. By charting an individualized financial course of long-term, effective asset management, Barbara helps you live the life you want. When you work with Barbara, you get more than a financial planner. Youre gaining access to an entire team of professionals including estate planning attorneys, accountants, tax preparers and insurance professionals. As the central spoke of your wheel of financial specialists, Barbara streamlines your life while helping you achieve your dreams. You dont need a ready-made financial plan. You need a tailor-made financial solution that suits every aspect of your life. Thats what Barbaras holistic financial planning is all about. Barbara focuses on you and your bottom line. Shell steer you away from products with costly tax consequences and toward tax-advantaged options. And shell work to help protect you and your money at every turn. Barbara watches your money as if it were her own. She and her team of financial professionals look forward to earning your trust as they work together to handle your financial affairs with skill, precision and dedication. Today is the first day of the rest of your life. Make it count by consulting with me.Read More

Is Cornerstone Financial Planning Group a public company?
Cornerstone Financial Planning Group is private company therefore does not currently have an official ticker symbol
See more information about Cornerstone Financial Planning Group

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