Uncommon Vigilance Cornerstone Advisors

  • Financial Services
  • Allentown PA
  • 20 employees
  • Financial Services
Get Full Info

Company Overview

Headquarters
1802 Hamilton Street, Allentown PA
Website
cornerstoneadvisors.com
Phone
(610) 694-0900
Employees
20
Founded in
1983
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
More Details

Financials & Stats

Revenue

$17B

More Financials

Who is Uncommon Vigilance Cornerstone Advisors

Uncommon Vigilance Cornerstone Advisors is a boutique firm headquartered in Allentown, Pennsylvania. They employ 20 people and generate approximately $17 million in annual revenue. Uncommon Vigilance Cornerstone Advisors specializes in helping businesses endure generational transitions through three integrated services. They offer wealth planning and transfer services, designed with wealth-preservation techniques to protect client assets and prioritize future needs. The firm also provides business acceleration services, acting as a sounding board and strategic partner for clients seeking growth. Finally, they specialize in human capital development, assisting clients with leadership development and building high-performing teams. Uncommon Vigilance Cornerstone Advisors is affiliated with M Financial, a global network of select financial firms. They are one of approximately 140 firms in the United States, Canada, and the United Kingdom to hold this exclusive affiliation. For more information, visit their website at cornerstoneadvisors.com.

Company Leadership

Rachel Lower

President & CEO

Phone Email

Uncommon Vigilance Cornerstone Advisors Industry Tags

Succession Development
Compensation Planning
Investrment Strategies
Business Improvement
Human Capital Development
Wealth Transfer
Financial Services
Financial Advisory Services
View All Industry Tags

Companies Similar to Uncommon Vigilance Cornerstone Advisors

Analyze industry trends and opportunities by examining competitors and companies comparable to Uncommon Vigilance Cornerstone Advisors, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
17M 11 Clearwater, FL 2013
17M 14 San Diego, CA
17M 41 La Verne, CA 2003
17M 150 New York, NY 2008
17M 26 Palatine, IL 1993
View More Companies

FAQ

What is the location of Uncommon Vigilance Cornerstone Advisors's headquarters?
The headquarters of Uncommon Vigilance Cornerstone Advisors are situated at 1802 Hamilton Street, Allentown PA
What is Uncommon Vigilance Cornerstone Advisors's phone number?
Uncommon Vigilance Cornerstone Advisors's contact number is (610) 694-0900.
What is Uncommon Vigilance Cornerstone Advisors's official website?
The official website of Uncommon Vigilance Cornerstone Advisors can be found at cornerstoneadvisors.com.
What is Uncommon Vigilance Cornerstone Advisors's current revenue?
As of January 2015, Uncommon Vigilance Cornerstone Advisors's annual revenue reached $17B.
How many employees does Uncommon Vigilance Cornerstone Advisors currently have?
Uncommon Vigilance Cornerstone Advisors employs approximately 20+ people as of January 2015
Which industries is Uncommon Vigilance Cornerstone Advisors primarily operating in?
Uncommon Vigilance Cornerstone Advisors operates in the following industries: Finance, Credit
Who is the President & CEO of Uncommon Vigilance Cornerstone Advisors?
Uncommon Vigilance Cornerstone Advisors's President & CEO is Rachel Lower
What are Uncommon Vigilance Cornerstone Advisors's industry tags?
Uncommon Vigilance Cornerstone Advisors's industry tags include: Succession Development, Compensation Planning, Investrment Strategies
When was Uncommon Vigilance Cornerstone Advisors founded?
Uncommon Vigilance Cornerstone Advisors was founded in 1983.

Employee Directory

Key Employees

Gerry Bogart

Executive Vice President, Underwriting and New Business

Phone Email

Mark Pulaski

Principal

Phone Email

Donna Wanamaker

Executive VP, Insurance Services & Plan Design

Phone Email

Lisa Johnson

Client Services Manager

Phone Email