With more than 30 years combined Financial Planning experience, Barry Kelly, Heidi Blondin and Jake Hare founded Cornerstone Wealth Planning in November of 2010. The Cornerstone Wealth Planning team has focused on developing comprehensive long term financial plans for our clients and assisting business owners with their financial goals.
Our team is committed to building lifetime relationships with our clients. Cornerstone has been embraced by our client base with an overwhelming number of referrals. In response, we have created a strong administrative team to support our growth and commitment to customer service excellence. We are delighted to develop new relationships, while continuing to be the trusted advisors for our existing clients.
Our team is committed to building lifetime relationships with our clients. Cornerstone has been embraced by our client base with an overwhelming number of referrals. In response, we have created a strong administrative team to support our growth and commitment to customer service excellence. We are delighted to develop new relationships, while continuing to be the trusted advisors for our existing clients.
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