Cornerstone Advisers
At Cornerstone Advisers, we have a “philosophy” or a “mission statement” that we work with and is central to everything that we do…and it’s quite simple: Clients Come First. When we focus on you, we can help you succeed in preparing for life. And that’s what brings us the most joy and satisfaction. We use what we call the “financial needs cornerstones” to develop holistic financial plans that can help prepare you for life. The Cornerstone Advisers team expands across five locations in Chicagoland and central Illinois. Our team members have backgrounds in estate planning, trusts, tax planning, risk management, investment management, life insurance, and more. We promise to constantly focus on your needs above all, and will use the holistic approach of the financial needs cornerstones to help meet your goals. With all of us working together to bring these elements into your financial plan, we can develop a solid cornerstone to help you prepare for life. To read more about our services, visit us online at Securities offered through Cetera Financial Specialists, LLC, member FINRA/SIPC (doing business in California as CFGFS Insurance Agency). Advisory Services offered through Cetera Investment Advisers, LLC. Cetera entities are separate from any other named entity.
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Verified contacts
8
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
2
tools in use
Monthly traffic
74
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- SJ
Scot Jacobs
Partner, Financial Advisor · Finance & Accounting
EmailPhone - MJ
Marc Jacobs
Financial Advisor · Finance & Accounting
EmailPhone - JK
Joe Kula
Financial Advisor CPA, Cfp · Other
EmailPhone - JG
James Gibson
Client Services Associate · Customer/Client Service
EmailPhone - JW
James W Hogan
Partner and Financial Advisor · Finance & Accounting
EmailPhone
Showing 5 of 8 verified contacts
Top roles at Cornerstone Advisers
5 distinct titles indexed · top 5 shown.
- 2client services associate
- 2financial advisor
- 1financial advisor cpa, cfp
- 1partner and financial advisor
- 1partner, financial advisor
Sign up to unlock all 8 contacts at Cornerstone Advisers
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