Commercial Express Financial Services

At Cornerstone Financial we cherish the relationships we build with our clients. In helping secure your financial future, we become an integral part of your family, as you become part of the Cornerstone Family. For over 35 years we have provided dedicated service in the Tri state area. Our financial advisors custom build portfolios based on each of our clients' individual goals, objectives, risk tolerance and time frame; often times placing you in the very same investments we use for our own personal portfolios. At Cornerstone Financial, our main focus is helping you on your journey through all stages of the financial planning process with honesty, integrity, and class. Please contact us today for more information or to schedule a complimentary appointment with one of our certified financial advisors, and start planning for your future!

Stewart & Associates is a financial planning firm located in Montgomery, NY. They offer a wide range of services including annuity, long-term care insurance, life insurance, disability income insurance, and 401(k) information. With a team of qualified associates, they aim to help individuals understand the opportunities and potential rewards of proactive financial planning, covering areas such as insurance, investing, retirement, estate planning, and wealth preservation. Through their website, Stewart & Associates provides valuable resources such as articles, calculators, flipbooks, and videos to educate visitors about financial concepts and market performance. They emphasize the importance of working with skilled professionals to pursue financial goals and offer personalized financial planning services to help clients reach their objectives. With a focus on the big picture, they assist individuals in evaluating their whole financial situation and provide guidance for a secure financial future.Generated from the website

Berkowitz Jack F is a financial service provider located in Goshen, NY, specializing in various tax-related services. Their offerings include individual income tax returns, business tax returns, payroll compliance, estates and trusts, as well as assistance with past due returns and offers in compromise. The firm is committed to helping clients navigate their financial obligations with tailored solutions, including deferred payment arrangements. With a focus on personalized service, Jack Berkowitz aims to meet the diverse needs of individuals and businesses alike. Generated from the website