CORNERSTONE PLANNING GROUP

Cornerstone Planning Group is not a registered investment advisor and is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network... As leading financial professionals in Oklahoma City, we also handle financial services for businesses of all sizes including benefit plans and succession planning. We focus on IRA rollovers from 401k's and also handle other aspects of the 401k business. Our approach is to offer a fully integrated financial program that takes into account your goals and objectives. One valuable service we offer is seminars on financial planning for employees. As experienced financial professionals, we help our clients with all of the issues they might have throughout their lives and offer a wide variety of financial services... Cornerstone Planning Group works with your CPA and attorney to form a coordinated team of professionals to assist with your financial needs. Additionally, our associates offer financial education..

Also known as: Cornerstone Planning Group, LLC

Primary location: Oklahoma City United States