Celebrating our 11th Year Anniversary

Posted by on February 13, 2015

Cornerstone Financial Planning, a fee-only financial planning and investment management firm, announced that today marks their 11th year of helping people achieve their financial goals.

Susan Veligor and Jill Boynton joined forces back in February 2004 to found Cornerstone Financial Planning. Since then the company has grown to five employees over their two offices in Portland, Maine and Newington, New Hampshire.

Cornerstone remains committed to the personal, intimate approach they take with their clients when providing individuals and families with financial planning, retirement planning, investment management, and divorce planning.

Susan and Jill, along with Raylene, Mackenzie, and Marina are excited and looking forward to continuing to help individuals and families with tailored, personal financial advice.

« Go back