Patrick Geary and the staff, Kelly, Dan, Alivia and Liz, at Cornerstone Wealth Advisory & Insurance Services, LLC. have collectively been working with institutional clients and individuals for over 45 years. Our professional staff uses their extensive personal and professional experience in financial services to help you pursue your goals. Patrick M Geary, the managing principle in the firm Cornerstone Wealth Advisory and Insurance Services LLC, is a 25yr veteran in the financial service industry.
At Cornerstone Wealth Advisory and Insurance Services LLC we believe that when we end our workday we have helped our clients get closer to achieving their financial goals. We know we accomplish this by committing to know our clients current situation in life; knowing their goals and feelings and how that relates to their future as well as their family dynamics well enough to bring them ideas, suggestions and alternatives to their current situation when appropriate.
With so many investment planning products and options available, how do you know what will work for you?
At Cornerstone Wealth Advisory and Insurance Services LLC we believe that when we end our workday we have helped our clients get closer to achieving their financial goals. We know we accomplish this by committing to know our clients current situation in life; knowing their goals and feelings and how that relates to their future as well as their family dynamics well enough to bring them ideas, suggestions and alternatives to their current situation when appropriate.
With so many investment planning products and options available, how do you know what will work for you?
Services
With so many choices and options, it's hard to know what's right for you!
At Cornerstone, you can count on us to help you figure out the best options for your personal insurance needs.
A personal umbrella policy provides coverage of $1 million or more in liability limits over and above the liability of your underlying policies.
At Cornerstone, you can count on us to help you figure out the best options for your personal insurance needs.
A personal umbrella policy provides coverage of $1 million or more in liability limits over and above the liability of your underlying policies.
Whether you're a small business with one employee or an organization with thousands, you can depend on Cornerstone Wealth Advisory and Insurances, LLC. to work closely with you to provide the professional guidance and resources necessary to help you work toward your business goals.
For more than 25 years, we've enjoyed helping our business clients make sound decisions to plan for their future financial goals.
Our straightforward needs and goals assessment along with a genuine interest in helping our clients do well, speaks directly to our only goal - helping your business grow and flourish.
For more than 25 years, we've enjoyed helping our business clients make sound decisions to plan for their future financial goals.
Our straightforward needs and goals assessment along with a genuine interest in helping our clients do well, speaks directly to our only goal - helping your business grow and flourish.
When you own or manage a company, you need business insurance that will protect it.
Commercial insurance helps companies protect their financial assets and manage risk by providing protection from the unexpected costs of running a business.
Lawsuits, accidents, property damage, theft, natural disasters, loss of income and employee injuries are just a few of the instances that can and should be covered by your commercial insurance.
At Cornerstone, we take the time to complete a thorough business assessment and work closely with you to determine which insurance policy type and options best suit your business needs.
Commercial insurance helps companies protect their financial assets and manage risk by providing protection from the unexpected costs of running a business.
Lawsuits, accidents, property damage, theft, natural disasters, loss of income and employee injuries are just a few of the instances that can and should be covered by your commercial insurance.
At Cornerstone, we take the time to complete a thorough business assessment and work closely with you to determine which insurance policy type and options best suit your business needs.
When trying to decide if you need life insurance, one of the most important questions you can ask yourself is whether your unexpected death would cause someone you care about to be adversely affected financially.
Burial expenses, debt and/or family who depend on you are just a couple of reasons to have life insurance.
At Cornerstone Wealth Advisory and Insurance Services, LLC., we're in the business of helping you plan to reach your life insurance goals.
Income Replacement to ensure spouse can take care of your children without having to get a job or another spouse.
Burial expenses, debt and/or family who depend on you are just a couple of reasons to have life insurance.
At Cornerstone Wealth Advisory and Insurance Services, LLC., we're in the business of helping you plan to reach your life insurance goals.
Income Replacement to ensure spouse can take care of your children without having to get a job or another spouse.
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