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Cornerstone Wealth and Tax Advisory Group

Cornerstone Wealth And Tax Advisory Group

Financial Services, 1540 Eureka Rd, Rosevill, California, 95661, United States, 1-10 Employees

cswta.net

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Who is CORNERSTONE WEALTH AND TAX ADVISORY GROUP

Retirement Advisor & Author of Protection With Power By nature, Im inquisitive, straight-forward, and like to get to the heart of it. In my early career, I was a math teacher and an engin...

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  • 1540 Eureka Rd, Rosevill, California, 95661, United States Headquarters: 1540 Eureka Rd, Rosevill, California, 95661, United States
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million

industries-icon Industry: Financial Services

SIC SIC Code: 7291

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Frequently Asked Questions Regarding Cornerstone Wealth and Tax Advisory Group

Answer: Cornerstone Wealth and Tax Advisory Group's headquarters are located at 1540 Eureka Rd, Rosevill, California, 95661, United States

Answer: Cornerstone Wealth and Tax Advisory Group's official website is https://cswta.net

Answer: Cornerstone Wealth and Tax Advisory Group's revenue is Under $1 Million

Answer: Cornerstone Wealth and Tax Advisory Group's SIC: 7291

Answer: Cornerstone Wealth and Tax Advisory Group has 1-10 employees

Answer: Cornerstone Wealth and Tax Advisory Group is in Financial Services

Answer: Cornerstone Wealth and Tax Advisory Group contact info: Phone number: Website: https://cswta.net

Answer: Retirement Advisor & Author of Protection With Power By nature, Im inquisitive, straight-forward, and like to get to the heart of it. In my early career, I was a math teacher and an engineer. Later, I learned that there was so much misinformation out there around finances - especially when it comes to retirement. That sparked my deep dive into the financial world - and I havent looked back since. As a Series 65 licensed financial advisor, my personal and business ethics drive me to put the clients interests first - always. Our main focus at Cornerstone Wealth & Tax Advisory Group is to help people focus on protection of their assets. The stock market and investments have their place, but when youre in (or near) retirement, priorities can shift; people want to know their money is protected. Through some practical strategy, and a variety of insurance and financial products, we help clients do just that. We believe that education is key to setting up your retirement plan properly. So, we offer regular education webinars and seminars on various retirement topics - offered at no cost to you. I also wrote an easy-to-read-book called "Protection with Power - What Financial Professionals May Not Want You To Know as a practical guide for pre-retirees and retirees. If youre looking for some real talk about your retirement plan, were here to help. Feel free to call our office for a private, no cost one-on-one consultation, or to reserve a spot at one of our upcoming educational events (online or in-person).

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