91
83
Growth Score 91 in past quarter
12 pts
Heat Score 83 in past quarter
47 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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109530
Cornerstone Planning Group provides financial planning, investment management process, and retirement plan consulting services.
- Gina Stormont: Financial Advisor
- Jay Tarno: Chief Operating OfficerPast Role: Cornerstone Planning Group, Director of Planning and Investments
About the Company
Cornerstone Planning Group provides financial planning and investment management with no conflicts of interest, no pressure from the parent company, and no questions about who they serve. When it comes to your finances, they help clarify your goals, and give you direction for your next steps and confidence in your future, as it prepares for your
life, not just a number in the bank account.