CORNERSTONE FINANCIAL ASSOCIATES

FINANCIAL SOLUTIONS THROUGH EDUCATION

Finance is not math, it's discipline

We believe in creating sound financial strategies that help you successfully reach your goals.

Accumulation Phase

We create strategies that are tailored to your needs and goals while in the accumulation phase

Distribution Phase

Years of experience have prepared us to guide you through your life transitions.

A LOOK AT

Who We Are

Cornerstone is an independent financial association that shares common core values. As an independent financial services firm, we have access to many different products. This allows us to find the products and services that best suits you.

We are a team-oriented organization that hosts value based educational workshops to encourage clients to make an educated decision about their finances. We use a team approach on how we market in order to obtain clients.

We protect families from cancer, stroke, heart attack, and other unexpected tragedies. We protect families from running out of money in retirement. We protect families for overpaying for college. That’s what we do, and we do it with conviction. People don’t buy what we do, they buy why we do it. Welcome to The Cause.

Cornerstone Financial Associates is a New Jersey-based comprehensive wealth management firm. We provide comprehensive investment and retirement plans coupled with strategies to secure and protect your assets.

Contact

Cornerstone
Mobile: 862-842-3081
Mobile: (973) 557-1826
Fax: (973) 267-0341

161 Madison Avenue
Suite 230
Morristown, NJ 07960

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Disclosures

Securities offered through Intervest International Equities Corporation, Member FINRA/SIPC

Advisory Services offered through Intervest International, Inc. an SEC Registered Investment Advisor

Intervest International Equities Corporation (IIEC) is registered to conduct securities business in all fifty states and the District of Columbia.

Intervest is licensed to sell insurance in all fifty states and the District of Columbia.

Intervest International, Inc. (III), Registered Investment Advisor, is registered with the SEC and has filed to do business in the District of Columbia and in all states except Vermont, and Wyoming.

Click here to download our Business Continuity Plan Disclosure Statement.

Click here to download our Privacy Notice.