Cornerstone Financial Associates

Cornerstone Financial Associates is a financial planner in Morristown, NJ, located at Madison Ave. It holds a 5.00 rating based on customer reviews. The firm provides independent wealth management, financial planning, investment management, risk management, and employee benefit plans to families, business owners, and retirees. They serve clients throughout New Jersey and have operated for over 40 years.

The firm focuses on a planning-driven process that prioritizes risk management and tax efficiency. Their approach emphasizes protection through life, disability, long-term care, and health insurance before addressing savings and growth. As an independent firm, they act as a legal fiduciary, meaning they have no ties to product companies and provide objective advice to help clients select products of value. Investment management is handled through a partnership with Mariner Wealth Advisors, providing two levels of professional oversight.

The advisory team includes Jan Sedlacek, who has been in the financial planning and insurance business since 1975 and holds CLU and ChFC designations. Alan Meckler, a CFP practitioner, brings over 31 years of experience to the firm. Mary Meckler, an RHU, has over 20 years of experience in managing employee benefits. The team also includes Wendy Sedlacek, Nicole Finley, and Valerie Quinn, who provide administrative and specialist support for employee benefits.

Cornerstone Financial Associates provides specialized services for small businesses, including the design, implementation, and administration of employee benefit plans tailored to specific company needs and budgets.

The firm leverages over four decades of experience to help New Jersey families and business owners navigate market cycles and achieve long-term financial goals.

BizScoreAI awarded a technical score of 97 out of 100, ensuring the website is secure and readable for search engines without errors. The business also received a content quality score of 75 out of 100, reflecting clear descriptions that answer customer questions and can be quoted by AI assistants. Additionally, the firm ranks number 2 of 3 Financial Planner businesses that BizScoreAI has scored in Morristown.