Company Overview
- Headquarters
- 38 Union Wharf, Portland ME
- Website
- cornerstoneplanning.com
- Phone
- (207) 772-8133
- Employees
- 18
- Founded in
- 2004
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Cornerstone Financial Planning LLC
Cornerstone Financial Planning LLC is a financial planning company based in Portland, Maine. The company employs 18 people and generates over $10,000 in annual revenue. Cornerstone Financial Planning specializes in providing investment management services and financial advice to clients. They offer a range of problem-solving services designed to help clients make informed financial decisions and plan for life's events. Their services are tailored to assist clients with the accumulation, protection, and transition of their wealth. Cornerstone Financial Planning distinguishes itself through its fee-only structure, ensuring clients receive impartial advice free from conflicts of interest. The company emphasizes personalized service, building long-term relationships with clients and their families to help them achieve their financial goals. For more information about Cornerstone Financial Planning and its services, visit their website at cornerstoneplanning.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 23 | San Francisco, CA | ||
| 10M | 1 | Miami Beach, FL | ||
| 10M | 7 | Burr Ridge, IL | 2012 | |
| 10M | 1 | Cheyenne, WY | 1953 |