Broadridge Investor Communication Solutions

At Cobblestone Financial Advisors, we believe in the power of personal finance education and planning. Our team of experienced professionals is dedicated to helping you navigate the complex world of financial services and achieve your long-term goals. We understand that every individual has their own unique financial situation and objectives, which is why we take a personalized approach to each client's financial planning.

Our team consists of seasoned financial advisors, including Chris Seeley, Wendy Jo Bellerive, Steven Howard, Katherine Lindsay, and Michael Stein. Each member of our team brings their expertise and knowledge to the table, providing our clients with a comprehensive understanding of their financial options and opportunities.

We believe that our clients are more than just their financial portfolios. They are individuals with dreams, aspirations, and unique circumstances. That's why we focus on building meaningful relationships with our clients, taking the time to understand their needs, wants, and long-term goals. By doing so, we can provide them with personalized financial advice that aligns with their vision for the future.

Mission Statement

Our mission at Cobblestone Financial Advisors is to empower our clients with the knowledge and tools they need to make informed decisions about their financial futures. We believe in the importance of financial education and planning, and we're committed to helping our clients achieve their financial objectives.

We strive to create a welcoming and supportive environment where our clients feel comfortable discussing their financial concerns and aspirations. Our goal is to provide our clients with the confidence and clarity they need to navigate the ever-changing financial landscape and secure their financial independence.

Services

At Cobblestone Financial Advisors, we offer a wide range of services designed to help our clients achieve their financial goals. These services include:

• Retirement Planning: We help our clients prepare for retirement by creating personalized financial plans that address their unique needs and objectives. Whether you're just starting to save for retirement or you're nearing the end of your working years, we can help you develop a strategy that will ensure your financial security in the years to come.

• Investment Planning: Our team of experienced investment professionals can help you navigate the complex world of investments. We'll work with you to understand your risk tolerance, investment goals, and time horizon, and then develop a diversified investment portfolio that aligns with your unique financial situation and objectives.

• Estate Planning: We understand the importance of planning for the future, which is why we offer comprehensive estate planning services. Our team can help you develop a plan that ensures your assets are distributed according to your wishes, minimizes taxes and other expenses, and provides for your loved ones after your passing.

• Insurance Planning: Life is full of uncertainties, and having the right insurance coverage can provide you with peace of mind and financial security. Our team can help you understand your insurance options and develop a strategy that aligns with your unique needs and circumstances.

• Tax Planning: Tax laws and regulations are constantly changing, which is why it's more important than ever to have a comprehensive tax strategy. Our team can help you understand your tax obligations and develop a plan that minimizes your tax liability while maximizing your financial well-being.

• Money Management: Managing your finances effectively is crucial to achieving your financial goals. Our team can help you develop a money management strategy that aligns with your unique financial situation and objectives.

• Lifestyle Planning: Your financial plan should be tailored to your lifestyle and personal preferences. Our team can help you develop a financial strategy that supports your goals and aspirations, whether that means traveling the world, starting a business, or simply enjoying a comfortable retirement.

At Cobblestone Financial Advisors, we're committed to helping our clients achieve their financial objectives and secure their financial independence. Whether you're just starting out or you're nearing the end of your working years, we can provide you with the knowledge, tools, and support you need to make informed decisions about your financial future.