Cornerstone Financial Group 2 year Anniversary Ribbon Cutting Celebration!!!

Description

For over 25 years Cornerstone Financial Group has been in the business of providing peace of mind and improving the lives of our families, friends, and neighbors; by helping to build and protect your wealth with guidance, education, creative ideas, and strategic solutions. We are a family based, boutique style wealth management and fiduciary investment advisory firm founded in the city of Appleton, WI. From the humble beginnings we have grown to additional offices in Algoma, WI, and St. Petersburg FL. Our firm is federally registered with the SEC and offers service to clients of any kind. Along with our significant depth of experience and licensure our team members also carry several professional designations including CFP, RICP, AIF, ChFC, CLTC, and CEPA.

Our work focuses on the education and hand in hand advisory experience for all types of investment and fiduciary wealth management including IRA’s, Roth, employer sponsored plans like 401(k)’s, group benefits, business owner and executive solutions like exit planning and succession planning, estate plans, and more.

Our ribbon cutting on April 23^rd, 2024, is a grand celebration of our 2-year anniversary in downtown St. Petersburg and a show of our ever-increasing commitment of knowledge and resources to our clients. Please join Arnold Eichhof from our Florida office in welcoming 7 of our members from the Appleton and Algoma offices: Financial Advisors Troy Leonard, Chief Executive and CCO; Guy McCauley, Executive VP; Bolan Montgomery and support team Charity Leonard, Mary McCauley, Chelsy Heilmeier, and paraplanner, Jesse Dunsmore.

Looking forward to celebrating with all of you!  See you there!

Date: Tuesday. April 23, 2024             Time: 12pm – 1:30pm

Lunch and refreshments generously provided by Arnold Eichhof.

Cornerstone Financial Group, LLC is registered as an investment adviser and only conducts business in jurisdictions where it is properly registered or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.