Address: 55 Madison Ave Suite 400, Morristown, NJ 07960, USA
Phone: +18622176240
Sunday: Closed
Monday: 9AM–5PM
Tuesday: 9AM–5PM
Wednesday: 9AM–5PM
Thursday: 9AM–5PM
Friday: 9AM–5PM
Saturday: Closed
Rich Beeferman
I was introduced to Jan and Alan at Cornerstone over 35 years ago and they are the best in helping me achieve my goals. When ever I am asked for a referral for asset management or financial planning I never hesitate referring to them. I would give 10 stars if i could.
Carol Perperas
I met Alan Meckler of Cornerstone Financial Group through my former employer to start a 401(k) plan. When I retired, I continued my financial relationship with Alan. I feel very comfortable and trusting of Alan. He is a true professional and I have already recommended him to others in my family. Alan Meckler goes above and beyond! I know my finances are in good and trusting hands hands!
Rosanne Przitulsky
Alan is so easy to talk to and super responsive to every need. He takes tremendous care and time with me to help me understand and plan for whatever the future holds in store for me and my family I am so happy and relieved we started this journey with him (about 10 years ago)
Brad Lichter
Alan has been an experienced, intelligent guide into the world of investment and savings. His personal service is truly top notch, with attention to detail, great communication skills, and a wonderful understanding of your needs. I really feel lucky to have Alan as my family's financial investor. I cannot recommend him enough.
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I gather all of your pertinent information and then develop a financial plan especially designed for you.
I have a network of professionals I work with and refer other professionals to clients all the time.
Yes
Never
If the client is happy and feel we are meeting their goals and objectives then we are all happy.
Honesty, integrity and I am always there for them.
Our retention rate is extremely high, last client left when spouse died and the surviving spouse had a relationship with another advisor. Last client hired me was from a referral from a CPA.
Wealth management, investment, retirement and risk planning.
No
Either way, whatever you prefer.
Absolutely
Charles Schwab or Fidelity.
We show how your portfolio is performing against all the standard benchmarks such as S&P 500 and Dow Jones and bond indexes.
It depends on the clients risk tolerance, anywhere from conservative to very aggressive.
Business owners and professionals mainly, retirees.
Diversified portfolio, we use our money manager, Mariner Wealth Advisors. The portfolios are comprised of stocks, bonds, mutual funds and ETF’s.
We have a software program that will detail the plan for you.
Yes
I will update you at least quarterly.
Quarterly if you would like, or semi annually or annually.
Yes we do all of that, an extensive fact finder is done.
Typically I will meet with my clients quarterly, I am always available to touch base with for whatever questions arise.
I have a CFP since 2005 and have been in the business since 1988. I also have a CLU – Chartered Life Underwriter designation and a ChFC – Chartered Financial Consultant.
If we sell an insurance product such as life insurance or an annuity we get paid by the carrier as a commission. Otherwise it is assets under management. Our typical fee is 1% of assets up to $1,000,000 then it scales down from there.
Yes
No additional hourly fees or any flat fees. Just Assets under management fee or commission from the insurance carrier.
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