Cornerstone Wealth Strategies & Insurance Solutions

Cornerstone Wealth Strategies & Insurance Solutions Providing quality financial strategies and solutions to businesses and individuals. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies . Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. My CA Insurance license number is 0b32910.

3255 W. March Lane, Suite 300 Stockton, CA 95219
Bus. 209-955-2612 Cell. 209-609-8241

Neither Cornerstone Wealth Strategies & Insurance Solutions nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Cornerstone Wealth Strategies & Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Address

3255 W. March Lane, Suite 300
Stockton, CA
95219

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 6pm
Wednesday 9am - 5pm
Thursday 9am - 7pm
Friday 9am - 3pm
Saturday 10am - 2pm

Telephone

+12099556212

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