🎓Saving for your child's future education has never been easier with a 529 plan! 💰 Invest in their bright future and watch them soar! #529plan #education #financialplanning
About us
At Cornerstone Insurance & Financial, we understand the unique risks and challenges facing business owners. that's why we partner with you to create customized solutions that are tailored to your specific industry needs, whether you're a restauranteur, hotelier, or a national construction development company. Our team of experienced agents works closely with you to assess your risks and provide the coverage you need to protect your business and control your bottom line. We pride ourselves on delivering 5-star customer service every step of the way, from the initial consultation, policy implementation, and claims handling. With Cornerstone Insurance & Financial, you can have peace of mind knowing that you have the right coverage and support to keep your business running smoothly.
- Website
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http://www.cifgrp.com
External link for Cornerstone Insurance & Financial Group
- Industry
- Insurance
- Company size
- 2-10 employees
- Headquarters
- Vail, CO
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Insurance, Benefits, Risk Management, Restaurant Franchise Insurance, Bar,Tavern & Nighclub Insurance, and Hotel Insurance (Inn Keepers, General Liability, Property)
Locations
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Primary
Vail, CO 81657, US
Employees at Cornerstone Insurance & Financial Group
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Tony Martinez
What if your business insurance investment could be lowered and provide a financial return? Yes. It's possible. Learn how you can minimize risks…
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Michelle Martinez
CERTIFIED FINANCIAL PLANNER™ | Financial Advisor | Cornerstone Insurance and Financial Group* | Rise Up Planning
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Carson Maxwell
Experience in marketing, graphic design, customer service, finances + insurance (and so much more)
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Jay Kim
North Carolina Branch Manager - Insurance Producer
Updates
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Secure your financial future and watch your savings grow with a Roth IRA. 💰💸 I can help you learn about contributing or converting to this tax-free retirement account. 🌅 #RothIRA #RetirementSavings #FinancialFreedom 🚀
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💰 Don't miss out on potential gains! 📈 With the right strategy and a watchful eye, you can ensure you're getting the most out of your investments. 💸 #InvestingTips #FinancialGrowth #SmartInvesting #MoneyMoves
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Planning for retirement just got easier with a 401k! 💰This employer-sponsored savings plan allows you to invest a portion of your paycheck for a brighter financial future.💡 #RetirementGoals #InvestingMadeEasy #401kPerks
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💰 Don't forget about your RMD! 📈 A Required Minimum Distribution is a mandatory withdrawal from your retirement account once you reach a certain age. 💸 Make sure to plan accordingly and avoid any penalties. #retirementplanning #financialplanning #RMDdeadline
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Planning for the future has never been more important 🏠. Estate planning is the process of arranging your assets and property to ensure they are distributed according to your wishes after you pass away. #EstatePlanning #SecureFuture #LegacyPlanning 💰📝
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Diversify your portfolio, diversify your potential! 💼 Don't put all your eggs in one basket, spread your investments for a stronger financial future. 💰💪 #PortfolioDiversification #InvestSmart #FinancialFreedom 📈