Cornerstone Financial Planning LLC
Legal Name: CORNERSTONE FINANCIAL PLANNING, LLC
Other Info
Cornerstone Financial Planning LLC, also known as CORNERSTONE FINANCIAL PLANNING, LLC, is a NH Limited Liability Company with a team of 4 employees, all of whom are in advisory roles. The firm serves 66 clients and is an SEC-approved entity since April 27, 2016.
Cornerstone Financial Planning / Certified Financial Planners in Maine and New Hampshire
Cornerstone Financial Planning provides unbiased, fee-only, client-focused financial planning services in Maine, New Hampshire and northern Massachusetts. Services include Financial Planning, Investment Management, Wealth Management, Divorce Planning and Estate Planning.
Direct Owners
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JILL BANGSER BOYNTON
MEMBER/PRINCIPAL owns more than 50% but less than 75%
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JILL BANGSER BOYNTON
CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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SUSAN JELLIS VELIGOR
MEMBER/PRINCIPAL owns more than 50% but less than 75%