Cornerstone Financial Group LLC.

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Plymouth, MA
Cornerstone Financial Group LLC.

At Cornerstone Financial Group, we believe you deserve someone in your corner watching your back and guiding you on the road to success.

You work hard for your money, and our job is to help you make the most of it At Cornerstone Financial Group we are a financial planner with a life insurance department, we take a planning approach to the insurance need. We
focus on working with individuals, small businesses, young families and retirees/pre-retirees, while also providing options for wealth protection.

06/02/2026

It's shaping up to be a beautiful day on Plymouth Harbor.

Those who headed out to fish this morning set sail long before many of us had our first cup of coffee. They left with a destination in mind, but also the flexibility to adjust as conditions change.

It's New England, give it a second!

Financial planning works much the same way.

Goals evolve.
Life changes.
New opportunities appear.

The strongest plans aren't built around a single product or a single decision.

They're built around where you're trying to go.

What's one goal you're working toward these days?

05/29/2026

Happy Friday Y'all! Something fun to share...

In 2017, Cornerstone Financial Group, LLC. was born.

Next week, we’re excited to celebrate several meaningful milestones together:

🎉 9 years of Cornerstone Financial Group
🏡 1 year in The Cornerstone Building
✂️ And our official Ribbon Cutting & Block Party!

What started as one vision has grown into a trusted team serving families, individuals, and business owners throughout our community.

Join us for an afternoon of celebration featuring:
🍺 Brews & Sips Bar Cart
🥣 Just The Dip favorites
🎶 Good times & great connections!
📍 The Cornerstone Building
29 Samoset Street, Plymouth, MA
🗓 Thursday, June 4th, 2026
⏰ 3:00–5:00 PM

We’re incredibly grateful for everyone who has supported Cornerstone over the years and we can’t wait to celebrate this next chapter together.

05/28/2026

For a lot of business owners, the business is the legacy.

But one question that often gets overlooked is:
Will there be enough liquidity to protect it when life changes?

To help cover estate costs.
To keep the business running smoothly.
To make things fair for family, partners, or heirs.

Building a business takes years of vision, risk, and hard work.

Protecting what happens next deserves just as much intention.
Sometimes the best next step is simply starting the conversation.

Cornerstone Financial Group, LLC.
📞 508-927-4536
📧 [email protected]
🔥 In Your Corner. By Your Side. 🔥

05/25/2026

On this Memorial Day, Cornerstone Financial Group honors and remembers the brave men and women who made the ultimate sacrifice for our freedom. We are grateful for their service and dedication, and we stand united in appreciation.

05/22/2026

Last night was so memorable! I had an amazing first time at an event supporting the Plymouth Area Coalition for the Homeless at East Bay Grill in downtown Plymouth! Huge shoutout to the incredible Michelle Koppang for organizing such a flawless night of Celebrity Karaoke and Comedy!

The energy was electric, filled with laughter and music as everyone came together for a great cause.

LOVE PLYMOUTH!!!!!

05/21/2026

Had a great time at Eastern Bank’s Business After Hours last night!

Laurie Caraher and the team sure made everyone feel welcome. There were great conversations, local sips from Brews & Cips, tasty bites from Dillon’s, and the unexpected bagpipe performance by Laurie's husband Paul.... WHAT!!!!!!! Amazing!

Such a fun gathering bringing together local business owners, community members, and friends to connect, catch up, and support one another.

Love being part of a community that shows up for each other like this!

05/20/2026

We are so grateful for kind words like these!

At the heart of what we do is listening first, understanding what truly matters to each client and helping guide them with care, clarity, and purpose.

Thank you, Morgan, for your thoughtful recommendation and for recognizing Leila’s dedication to putting clients first. Building meaningful relationships and helping people feel heard is exactly what we strive for every day. 💙

Cornerstone Financial Group, LLC.
508-927-4536
29 Samoset Street
Plymouth, MA 02360
🔥 In Your Corner. By Your Side.🔥

05/19/2026

Popped into the morning mixer at the Salvation Army hosted by the Plymouth Area Chamber of Commerce yesterday!

Great vibe and awesome to see familiar faces. It’s inspiring to see how the Salvation Army supports our community, providing essential services and resources.

05/15/2026

Just attended the Empowering Women Luncheon hosted by the Plymouth Area Chamber of Commerce, it was amazing!

We heard exceptional stories from 5 beautiful, strong, and intelligent women who truly inspired us all.

Michelle Bratti was a dynamic moderator, bringing fabulous energy to the event!

There were relatable moments that resonated with everyone. Some laughter, tears, and a sense of community left us all feeling uplifted.

I hope everyone took something meaningful away from this experience; I know I certainly did!

Address

29 Samoset Street
Plymouth, MA
02360

Website

https://www.cstonefinancial.com/index.cfm#team

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