?? The end of the year is just around the corner, and it's the perfect time to get your tax planning in order! ??? Whether you're looking to maximize deductions or strategize for next year, a little planning now can save you big later. ?? What's your go-to tip for making the most of year-end tax planning? Share your thoughts below and let's get the conversation started! ?? #TaxTips #YearEndPlanning #SmartMoneyMoves
Cornerstone Wealth Group, LLC
金融服务
Huntersville,NC 603 位关注者
At Cornerstone, we get deep personal satisfaction from helping our clients achieve financial peace of mind.
关于我们
Cornerstone Wealth Group, LLC is a wealth management firm that offers comprehensive advice to individuals, families and businesses using a team-based approach. Our advisors and professional staff share a passion for helping others pursue their goals. Our unwavering commitment to independent advice, transparency and accountability fosters client relationships which last for generations. Investment advisory services offered through Cornerstone Wealth Group, LLC dba Cornerstone Wealth a SEC registered investment adviser.
- 网站
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https://www.cwgadvisors.com
Cornerstone Wealth Group, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Huntersville,NC
- 类型
- 合营企业
- 创立
- 2001
- 领域
- Retirement distribution strategies、Corporate benefit solutions、Active investment management/ Asset allocation、Estate and Tax planning strategies、Financial Planning、retirement planning、investment management和wealth managemnet
地点
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主要
16810 Kenton Drive
Suite 200
US,NC,Huntersville,28078
Cornerstone Wealth Group, LLC员工
动态
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???? Tax season stress? Say goodbye to it with Cornerstone Wealth's nationwide tax planning and filing services! Our expert team is here to simplify your tax journey, ensuring you maximize your returns and minimize your worries. Ready to make tax time a breeze? Read our Blog:https://hubs.la/Q02Z3-ds0 #TaxPlanning #CornerstoneWealth #FinancialFreedom
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?? Cornerstone Wealth and the Suda Institute are teaming up for an exciting Skeet Shooting Event today. To learn more about this organization visit - https://hubs.la/Q02Z3_K00 #SkeetShoot2024 #CornerstoneEvents
Home - Suda Institute
sudainstitute.org
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REMINDER - CWG is hosting a Social Security webinar with guest speaker, Elaine Simmons at 6 pm ET today. It's not too late to register to attend - https://hubs.la/Q02Z4b730 *we will be unable to provide a recording of this webinar, so you must join live if you wish to learn more! #socialsecurity #webinar
Welcome! You are invited to join a webinar: Social Security Webinar. After registering, you will receive a confirmation email about joining the webinar.
cwgadvisors.zoom.us
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Looking to take your business to the next level? ?? Check out CWG Advisors for expert guidance on financial planning and business strategy. Whether you're a startup or an established small business, our tailored solutions can help you thrive. Curious about how strategic advice can transform your business? ?? Visit https://hubs.ly/Q02XJh080 and let us know what your biggest business challenge is right now! #BusinessGrowth #FinancialAdvice
Financial Advisors for Small Business Owners — Cornerstone Wealth Group
cwgadvisors.com
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?? Happy National Philanthropy Day! ?? Today, we celebrate the incredible power of giving and the impact it has on our communities. Whether it's donating time, money, or resources, every act of kindness counts. What's your favorite way to give back, and how has it made a difference in your life or someone else's? Share your stories and let's inspire each other to keep the spirit of philanthropy alive! ???? #NationalPhilanthropyDay #GiveBack #CommunityLove
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Cornerstone is looking forward to joining efforts with Make-A-Wish? Central and Western North Carolina next week at the 2024 Fairways of Hope Golf Tournament. Many of our advisors will be participating in the tournament in an effort to support local, life-changing wishes. Together, let’s unwrap the power of a gift. Support a wish today by donating or bidding on auction items: https://lnkd.in/di28DXQn Learn more about the Central/Western North Carolina Chapter: https://wish.org/nc #MakeAWishFoundation #MakeAWishCWNC #SeasonofWishes #PowerOfAGift *CWG is not affiliated with the Make a Wish Foundation. Investment advisory services offered through Cornerstone Wealth Group, LLC dba Cornerstone Wealth, an SEC registered investment adviser.
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?? It's that time of year again—year-end tax planning! ??? Whether you're a seasoned pro or a newbie, now's the perfect moment to maximize your deductions and boost your savings. Have you started reviewing your financials yet? ?? Share your top tip for tackling taxes, or let us know what you're most curious about when it comes to year-end planning! Let's make tax season a breeze together! ???? https://hubs.la/Q02XJqJF0 #TaxTips #YearEndPlanning #FinancialSavvy
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?? Want to make yourself a tough target for cyber threats? It's all about smart habits and proactive measures! From updating passwords regularly to being cautious with emails, small steps can make a big difference. ???? What's your go-to tip for staying cyber-safe? https://hubs.ly/Q02XJg_k0 #CyberSecurity #StaySafeOnline
Cybersecurity: Make Yourself a Difficult Target — Cornerstone Wealth Group
cwgadvisors.com
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?? Big news from Aiken, SC! Our very own Rodney Wendt has just passed his CFP exam, officially becoming a Certified Financial Planner! ?? With his expertise and dedication, Rodney is ready to help you navigate your financial future. Have you ever considered working with a CFP to achieve your financial goals? Drop your congrats below! ??https://hubs.la/Q02XPVj30 #FinancialSuccess #CFP #AikenSC
Rodney Wendt — Cornerstone Wealth Group
cwgadvisors.com