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      Cornerstone Financial

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      Financial Planning Consultants, Financial Planners, Insurance

      42 Overlook Rd, Poughkeepsie, NY 12603

      845-452-4080

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      General Info
      At Cornerstone Financial we cherish the relationships we build with our clients. In helping secure your financial future, we become an integral part of your family, as you become part of the Cornerstone Family. For over 35 years we have provided dedicated service in the Tri state area. Our financial advisors custom build portfolios based on each of our clients' individual goals, objectives, risk tolerance and time frame; often times placing you in the very same investments we use for our own personal portfolios. At Cornerstone Financial, our main focus is helping you on your journey through all stages of the financial planning process with honesty, integrity, and class. Please contact us today for more information or to schedule a complimentary appointment with one of our certified financial advisors, and start planning for your future!
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      Fax: 845-454-5476

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      Categories
      Financial Planning Consultants, Financial Planners, Insurance
      Services/Products
      Estate Conservation Insurance and annuity products Investment Management Retirement Strategies Tax Management
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