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Cornerstone Financial Partners, Inc. Acquires Greensboro, NC Financial Firm
Cornelius, NC – Cornerstone Financial Partners, Inc. is proud to announce that our firm has acquired another financial firm in Greensboro, NC. With the new acquisition and the recent merger of...
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Jeffrey A. Carbone of Cornerstone Financial Partners, Inc., is Selected by...
Cornelius, North Carolina – Jeffrey A.Carbone, CFP®, of Cornerstone Financial Partners, Inc., has been named to the Financial Times’ list of Top 400 Financial Advisors for 2013. Cornerstone Financial...
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Cornerstone Financial Partners, Inc. Supports the 2013 Lake Norman Hospice...
Cornelius, NC - Hospice & Palliative Care Lake Norman hosted their 13th annual Lake Norman Hospice Regatta Party at The Peninsula Club on May 4. More than 200 guests enjoyed the festivities and...
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Cornerstone Financial Partners Teams with Wakeman Charities for the 2013...
Cornelius, NC – The Jetton Park Triathlon is a sprint triathlon on Saturday, May 11th with a 750 meter swim, 20K bike ride, and 5K run. This event has been founded and organized by Wakeman Charities,...
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The Curry’s Host Annual Curry Celebrity Classic to Benefit the Ada Jenkins...
Davidson, NC – On Monday, June 17th, Dell and Stephen Curry will host the annual Curry Celebrity Classic golf tournament at River Run Golf Club in Davidson to benefit the Ada Jenkins Center. This event...
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Cornerstone Financial Partners Honored as 2013 Five Star Wealth Manager
Cornerstone Financial Partners, Inc. was recently recognized as a Five Star Wealth Manager, a distinction awarded to less than 4% of wealth managers in the Charlotte area! READ MORE
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Proposed Budget May Have Some Big Changes For Your Retirement Account
With the upcoming budget debate to begin in Washington D.C. on October 1st, here are five proposed changes that may have a big impact for many Americans: READ MORE
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Medicare Open Enrollment Begins October 15
What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year...
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Jeffrey Carbone Recognized as One of America’s Top 1200 Financial Advisors
Jeff Carbone of Cornerstone Financial Partners was recently named one of the “Top 1200 Financial Advisors in America” by Barron’s magazine, a leading financial magazine. Carbone was also recognized as...
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Cornerstone Financial Partners Honored as 2013 Five Star Wealth Manager
Cornerstone Financial Partners, Inc. was recently recognized as a Five Star Wealth Manager, a distinction awarded to less than 4% of wealth managers in the Charlotte area! READ MORE
View ArticleClik here to view.
Proposed Budget May Have Some Big Changes For Your Retirement Account
With the upcoming budget debate to begin in Washington D.C. on October 1st, here are five proposed changes that may have a big impact for many Americans: READ MORE
View ArticleClik here to view.
Medicare Open Enrollment Begins October 15
What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year...
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The Smith Family and Cornerstone Financial Partners Support Big Brothers Big...
Cornelius, NC - Big Day at the Lake is an annual event sponsored by a group of Lake Norman community volunteers. The event provides a chance for kids to enjoy a day of fun on the lake, who would not...
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Jeff Carbone Makes His Television Debut on Fox Business
The Willis Report invites Jeff Carbone as a guest panelist to share his thoughts on the current market. READ MORE
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Cornerstone Financial Partners’ Success Leads to Growth and a Move
July 31, 2014, Huntersville, NC - Cornerstone Financial Partners, Inc., a local wealth management and investment services firm, recently relocated their home office to accommodate the firm’s continued...
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