Provide professional services with integrity. Integrity demands honesty and candor which must not be subordinated to personal gain and advantage. Certificants are placed in positions of trust by clients, and the ultimate source of that trust is the certificant's personal integrity. Allowance can be made for innocent error and legitimate differences of opinion, but integrity cannot coexist with deceit or subordination of one's principles.
Provide professional services objectively. Objectivity requires intellectual honesty and impartiality. Regardless of the particular service rendered or the capacity in which a certificant functions, certificants should protect the integrity of their work, maintain objectivity and avoid subordination of their judgment.
Provide professional services objectively. Objectivity requires intellectual honesty and impartiality. Regardless of the particular service rendered or the capacity in which a certificant functions, certificants should protect the integrity of their work, maintain objectivity and avoid subordination of their judgment.
Services
At Cornerstone Financial Advisors, we understand that you have a lot of responsibilities: your family, a busy career, even aging parents-all counting on you. We aim to make life easier by taking one responsibility off your to-do list: managing your finances. Our financial planning and wealth management strategies are custom-built on our deep understanding of your personal definition of success.
With a highly personal and hands-on approach, the Certified Financial PlannerTM Professionals at Cornerstone Financial Advisors develop clear, custom plans that strive to build lasting financial independence for our clients and their families. Getting to know the unique and intimate details of our clients' financial worlds and thoughtfully crafting a strategy to identify and support their goals.
Envestnet Asset Management is a gateway for expert wealth advisory solutions. Through a unified platform, the company delivers separately managed accounts, multi-manager accounts, mutual funds, ETFs, alternative investments and fixed income solutions as well as other fee-based services including extensive reporting capabilities.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Reviews (1)
Blessing Ehis
Aug 26, 2021
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It will be bad to keep this alone to myself I came across the best forex expert ever Mrs. Lilian Wilson who really help me to invest, Lilian Wilson is very honest and diligent in her work. All I did was to invest $500 and within 7 days she made $7000 profit for me. contact Via: Email: lilianwilson220@gmail.com WhatsApp :+1 (315) 696-7425
