Cornerstone Advisory Group

Location :

200 Park Point Drive, Rochester, New York 14623
Added by Jopie, at 01 January 2020

At Cornerstone Advisory Group, LLC, we provide a holistic approach to stewardship. With over 25 years of experience in financial planning services including retirement planning, estate planning, investments, insurance, etc. our firm focuses on the unique financial objectives of each individual client. We help our clients protect their wealth, set and work toward financial goals, and ultimately seek the financial confidence and freedom that they have always envisioned for their future.

Our team consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your future objectives a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals. Our company is based on the principle that the education and understanding of your current financial situation are vital to successfully making prudent decisions concerning your future financial condition.

Our Team

Daniel Smith - CERTIFIED FINANCIAL PLANNER™
Michelle Prok - Chartered Retirement Planning Counselor
Matthew Prok - Financial Consultant
Becky Blowers - Registered Paraplanner™
Renee Hawkes - Client Services Associate
Margaret Wells - Administrative Assistant

Securities offered through LPL Financial, Member FINRA/SIPC
www.finra.org, www.sipc.org

Third-party posts found on this profile do not reflect the view of LPL
Financial and have not been reviewed by LPL Financial as to accuracy or
completeness.

For a list of states in which we are registered to do business, please
visit www.cornerstone-advisory.com

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