Cornerstone Financial Solutions, Inc.

 

Dedication, Knowledge and Teamwork

Gordon Wollman, MS-Financial Planning, CFP®, ChFC, built his financial advisory team to be the cornerstone of clients’ financial future. He offers comprehensive planning and a high level of get-it-done leadership.

Clients at Cornerstone Financial Solutions can expect a professional approach to financial planning and a personal relationship that is valuable and enriching. The advisors at Cornerstone Financial Solutions design personalized “roadmaps” for retirees and pre-retirees based on individual needs and life goals. The array of services includes personalized portfolio management, investments, tax reduction, retirement income distribution, insurance and estate planning for family wealth preservation. “We provide leadership, guiding clients with what they need to do to reach their goals,” Wollman says. …Read More