Thomas
Woloszyn
Cornerstone Planning Group
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About this Advisor
Thomas Woloszyn is a financial advisor based in Fairfield, New Jersey, working with Cornerstone Planning Group. Thomas has previously held positions at Nylife Securities LLC, New York Life Insurance Co, Ida Art Vinyl Graphics, Quinnipiac University, The Clubhouse On Whitney, Strata Capital, LLC, Eagle Strategies LLC, and Cornerstone Planning Group, LLC. Thomas has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Thomas is part of Cornerstone Planning Group, which operates out of Fairfield, New Jersey. The firm has 4 offices and 15 employees. The firm manages assets totaling $523.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Cornerstone Planning Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cornerstone Planning Group Brokerage Details
$523,309,849
15
2,367
$221,086
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Thomas Woloszyn Work History
Cornerstone Planning Group, LLC
Strata Capital, LLC
Nylife Securities LLC
Eagle Strategies LLC
New York Life Insurance Co
Ida Art Vinyl Graphics
The Clubhouse On Whitney
Quinnipiac University
Disclosures
Please visit the SEC profile of Thomas Woloszyn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Fairfield, NJ
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