Cornerstone Group, LLC
Contact Information
-
Address
1001 Government St, Ocean Springs, MS, 39564 -
Phone
(228) 875-2001 -
Website
cornerstonegroupllc.com
Location
About Cornerstone Group, LLC
The Cornerstone Group, LLC is a financial planning firm in Ocean Springs, MS, located at 1001 Government St. It holds a 5.00 rating based on 24 reviews.
For more than 19 years, the firm has assisted families with pre-retirement and retirement needs. The team includes Martin R. Wagoner, Lisa C. Wagoner, CFP®, CPA, Charles “Spence” Boyd, CFP®, Mark Simpson, and several licensed assistants. The firm offers a wealth management focus with an emphasis on retirement planning, investments, risk management, estate planning, and college planning. Specific services include investment management, retirement strategies for lifetime income, estate conservation, insurance and annuity products, small business retirement plans, and legacy planning.
The Cornerstone Group, LLC is powered by the resources of LPL Financial, the nation’s largest independent broker/dealer. This relationship provides access to up-to-date research and a wide range of tools to help meet financial goals. LPL Financial has no proprietary products, which enables the firm to provide objective financial guidance. The advisors work with clients to learn about their goals, dreams, investment history, and risk tolerance. After establishing a plan, they implement the strategy and make adjustments as needed when the financial landscape changes or client priorities shift.
The Cornerstone Group, LLC is situated on Government St in Ocean Springs, MS, near Marshal Park and Keys Park which are about a tenth of a mile away. The business is also close to Washington Avenue, a main road located roughly two tenths of a mile from the office.
BizScoreAI gives the firm a Technical score of 86 out of 100, which means the website is technically sound and secure so search engines can read it without errors. It also awards a Discoverability score of 75 out of 100, ensuring AI crawlers can find every page of the website so the business can be recommended by AI assistants.
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Browse: Businesses in Ocean Springs, MS · Financial Planner in Mississippi · Businesses in Mississippi
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