Cornerstone Financial Services
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Cornerstone Financial Services has been a trusted independent insurance broker in Waldoboro, ME since 1997, offering a range of financial and insurance services to the Mid-Coast Maine community. Their team of experts is dedicated to helping individuals and families navigate the complexities of Medicare, individual health insurance, life insurance, and financial planning, tailoring plans to suit each client's unique needs and goals.
With their process called Foundation Work, Cornerstone takes a comprehensive approach to assist clients in achieving their financial vision for the future. From surveying the land and understanding clients' goals to crafting personalized plans and implementing them, they provide ongoing support and regular meetings to monitor progress and make necessary adjustments. Cornerstone Financial Services is committed to building a legacy of helping individuals and families secure their financial well-being.
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