Financial Advisors
Plymouth, MA
Cornerstone Financial Group LLC is an independent financial advisory firm in Plymouth, MA, founded by Brendon Elliot and led by a team of financial professionals and advisers. They provide comprehensive financial guidance centered on three core pillars: Protection (insurance and risk management), Accumulation (wealth-building strategies), and Retirement Planning. Their services include retirement planning, investment management, tax reduction strategies, estate planning, disability and life insurance, asset allocation, business exit strategy, college savings, and coordination with other professionals. Known for candid, straightforward advice tailored to each client's lifestyle and goals, they emphasize accessibility and small-town service backed by national resources.
Ideal for: Hardworking professionals and families seeking comprehensive financial strategy, business owners planning succession or exit strategy, individuals approaching or in retirement, families wanting coordinated tax and estate planning
Service area: Plymouth, MA and surrounding South Shore communities
Three-Pillar Framework: They structure financial advice around Protection, Accumulation, and Retirement Planning—a methodical approach inspired by their founder's masonry background that ensures a solid foundation for all financial decisions.
Comprehensive Service Scope: They handle insurance, investments, tax strategies, estate planning, business succession, and coordination with other professionals—offering integrated guidance rather than fragmented services.
Community-Focused: Active in local sponsorships, youth programs, and school fundraisers in Plymouth and Halifax, demonstrating genuine commitment to the communities they serve.
Address: 29 Samoset St, Plymouth, MA 02360
Phone: (508) 927-4536
Website: cstonefinancial.com
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