Cornerstone Wealth Planning
Contact Information
Phone: (613) 887-2626
Hours: Show
Web: cornerstonewealth.ca
Email: sclark@cornerstonewealth.ca
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Business Description
Cornerstone Wealth Planning is a financial planning firm founded by Barry Kelly and Jake Hare in 2010. With over 30 years of combined experience, our team is dedicated to developing comprehensive long-term financial plans for our clients and helping business owners achieve their financial goals. We prioritize building lifelong relationships with our clients and have received an overwhelming response of referrals from our satisfied client base. To support our growth and commitment to excellent customer service, we have established a strong administrative team. We are excited to forge new relationships while continuing to serve as trusted advisors to our existing clients. We offer mutual funds through FundEX Investments Inc.
Employees: 0-25
Revenue: USD 1,000,000 - 10,000,000
Founded: 2020
Industry
Financial Services » Medical insurance; Life insurance
Financial Services » Medical insurance; Life insurance
Engaged in:
Medical insurance, Financial Planner, Life insurance, Investment Service
Medical insurance, Financial Planner, Life insurance, Investment Service
ISIC Codes
6511, 6512, 6619
6511, 6512, 6619
Questions & Answers
Q1
How long has Cornerstone Wealth Planning been in business?
Cornerstone Wealth Planning has been in business for around 6 years.Q2
What is the phone number for Cornerstone Wealth Planning?
The phone number for Cornerstone Wealth Planning is (613) 887-2626.Q3
Where is Cornerstone Wealth Planning located?
Cornerstone Wealth Planning is located at 807 Blackburn Mews, Kingston, ON K7P 2N6, Canada.Q4
What days are Cornerstone Wealth Planning open?
Cornerstone Wealth Planning is open Mon–Fri 9 AM–5 PM; closed Sat–Sun.Q5
Is there a primary contact for Cornerstone Wealth Planning?
Jason Hare (CEO And Owner) at Cornerstone Wealth Planning. You can contact Jason Hare at email address jhare@cornerstonewealth.ca.Q6
Are there other contacts associated with Cornerstone Wealth Planning?
We have 4 additional contact(s) for Cornerstone Wealth Planning. They include: Barry Kelly, Tim Cornelius, Heidi Blondin & Jordan Bulhoes.Q7
What is the web address (URL) for Cornerstone Wealth Planning?
The website for Cornerstone Wealth Planning is cornerstonewealth.ca.Q8
What are the annual sales for Cornerstone Wealth Planning?
Cornerstone Wealth Planning has annual sales of approximately USD 1,000,000 - 10,000,000.Additional Businesses at this Address
807 Blackburn Mews, Kingston, ON K7P 2N6, Canada
Businesses in Postal Code K7M
Businesses in K7M: 8,030
Population: 49,364
Price
Moderate: 46%
Inexpensive: 41%
Very Expensive: 7%
Expensive: 6%
Other: 0%
Area Codes
613: 99%
Other: 1%
Neighborhoods
Auden Park: 6%
Bayridge West: 6%
Cataraqui North: 11%
Gardiners: 16%
Hillendale: 7%
Meadowbrook: 9%
Novelis: 19%
Strathcona Park: 10%
Other: 16%
Stats and Demographics for Postal Code K7M
Gender
Female: 51%
Male: 49%
Other: 0%