Cornerstone Financial Planning | Financial Planners | Financial Planning | Maine, New Hampshire

Increasing Wealth Through Trusted Relationships

Money Wisdom

Susan and Jill attended the NAPFA Northeast regional conference in Orlando Florida in November. There was much to learn and hear from industry luminaries. Both Jill and Susan volunteered their time during the conference to advise new planners who were enrolled in the "Basic Training" track.
We've expanded our Portland location! We now have 3 offices within the firm of Filler & Associates. This gives Susan and CynDee more meeting and working space, which is needed as our company grows.
Susan spoke to a Finance and Accounting class at the Univ. of Southern Maine in October. The topic was "Careers in the Financial Services Industry."