Our Firm

Cornerstone Financial Group offers an unique philosophy for our clients. As a financial services practice in Appleton, WI our reputation thrives on our focus on client service. When our businesses and families are confident in how their future is built, we have only just begun.

Our Commitment

We are committed to a high level of service and quality. As a firm established on the philosophy of education over sales; our strategy for helping to build futures is to spend the time with our clients to build a strategy that is purpose fit for their goal sets and needs. 

Our Principle

Even if you have an MBA in business, financial matters can be challenging. In addition to assiting you with your money, the experienced team at Cornerstone Financial aims to provide a continued and strategic education to help strengthen the relationship with our clientele.