Helping Advisors Build a Successful Future
Cornerstone was founded with a single goal in mind: To combine the personal touch of a smaller firm with the stability and strength of a large broker-dealer. By partnering our organization with Woodbury Financial Services, we have achieved that goal. You may already be familiar with Woodbury, a large broker-dealer based in Minneapolis with over 1,200 advisors backed up by the resources and financial strength of Advisor Group. Cornerstone Planning Group is an affiliation of Financial Advisors located in Florida who use our local support, guidance, and coaching.
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Advisor. Cornerstone Planning Group, Inc. and Woodbury Financial Services, Inc. are not affiliated entities.
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