Cornerstone Wealth Advisors

Financial Services • Seven Springs, Florida, United States • 11-20 Employees

Company overview

Headquarters	4625 Little Rd, Trinity, FL 34655, US
Phone number	+1346551329
Website	returnonlife.us
NAICS	52
SIC	874
Keywords	Insurance Services, Retirement Planning, Investment Services, Planning Services, Third-Party Investment Advisory Services
Founded	1983
Employees	11-20
Socials

Key Contacts at Cornerstone Wealth Advisors

Kim Corrigan

Director Of Client Services

Michael Levy

Chief Executive Officer

Anthony Bird

Owner

Cornerstone Wealth Advisors Email Formats

Cornerstone Wealth Advisors uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@returnonlife.us), used 30.8% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@returnonlife.us	46.2%
{first name}	john@returnonlife.us	30.8%
{first initial}	j@returnonlife.us	23.1%

About Cornerstone Wealth Advisors

Cornerstone Wealth Advisors and its associates offer you over 72+ years of combined industry experience including three associates that are CERTIFIED FINANCIAL PLANNER™ professionals. We understand that everyone has different dreams, goals and financial needs, therefore, each client requires financial strategies specifically tailored to help address their individual goals. As of January 2024, Cornerstone Wealth serves clients in 35 states nationwide. Together, we can help you take charge of your present and future finances, so you can enjoy your life the way you always dreamed. Please see our website for additional information and disclosures. Third-party comments may not be representative of all customer experiences. Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC. Advisory services offered through Osaic Wealth, Inc. Cornerstone Wealth Advisors and Osaic Wealth are separate entities.

Cornerstone Wealth Advisors revenue & valuation

Annual revenue	$500,000
Revenue per employee	$42,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,600,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Vice President

Employees by Department

Cornerstone Wealth Advisors has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Cornerstone Wealth Advisors has never raised funding before.

Cornerstone Wealth Advisors Tech Stack

Discover the technologies and tools that power Cornerstone Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

Gravity Forms

Form builders

Site Kit

Analytics

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

Google Ads

Advertising

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

Frequently asked questions

Cornerstone Wealth Advisors is located in Seven Springs, Florida, US.

You can reach Cornerstone Wealth Advisors at +1346551329.

Cornerstone Wealth Advisors was founded in 1983, making it 43 years old. The company has established itself as a significant player in its industry over this time.

Cornerstone Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.